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 […]
The Impact of Micro-Investing Technology that No One is Talking About
This decade has been a watershed epoch for financial services – one that will undoubtedly be memorialized as the period of when securities regulations finally began catching up to technological achievement. Hundreds of years from now, when economic historians look back on the contributions of FinTech, I believe that they will pinpoint innovations in micro-investing […]