Last week I had the privilege of speaking at the Digital Asset Strategies Summit (DASS), in Dallas, where prominent institutional investors and industry thought leaders gathered to explore crypto investing strategies. To say that it was the most inspirational conference I had ever attended would be an understatement. I spent the entire day completely engrossed in […]
Top 10 Lessons of 2017 and Some Very Bold FinTech Predictions
I once read that, in life, we encounter two kinds of people: 1) those who are blessings and 2) those who are lessons. And, in the end, we will thank them both. I believe that a similar philosophy can be applied to our relationship with time. Throughout our lives, we experience two kinds of years: […]
The Battle to Launch a Next-Generation Retirement Product & Control $14 Trillion in Investment Direction
In the Fall of 2016, I penned an article entitled, “Modernizing the Self-direct IRA – The Trillion Dollar FinTech Opportunity” – the first in a new series of articles that focuses on next-generation retirement planning. The piece underscored how FinTech will mend America’s flawed retirement system and foster the growth of “digital” investing. This initial […]
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 […]
Modernizing the Self-direct IRA – The Trillion Dollar FinTech Opportunity
A little over five years ago, a self-directed IRA expert named Jim Jones reached out to me through LinkedIn to discuss the value proposition of the self-directed IRA – a retirement vehicle that gives individual investors greater control of their retirement capital and the freedom to invest beyond conventional asset classes and into coveted alternative […]