Last month, in a judicious move, the US Department of Labor (DOL) announced intentions to allow defined contribution plans to offer its participants exposure to private equity investment opportunities. Although democratizing access to investment products and fostering asset class diversification will accomplish more to narrow the national wealth gap and thwart a looming retirement crisis […]
The Most Transformational Era in Financial Services Since the 1980s
I would like to thank everyone who joined us at the FinTech Revolution event in New York City and over the digital airwaves on November 15th. I am especially grateful for our speakers whose products, technologies and visions are dramatically improving and democratizing financial services. Some of the event highlights – which are all available […]
Can someone please explain to me the constitutionality of the accredited investor rule?
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Epic Infograhic Depicting Just How Dysfunctional and Unjust U.S. Equity Markets Have Become
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The Road to Crowd-Centric Retail Alternatives and the Future of Financial Products
The evolution of financial products through innovations in brokerage services, advisory tools, investment products, retirement plans, financial technology as well as shifts in both the political as well as economic climate