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 […]
Is this the End of Marketplace Lending?
Is this the end of Marketplace Lending or the rebirth of true Peer-to-Peer investing?
Groundbreaking New White Paper Illustrating the Magnitude of Tax-deferred Micro Alternative Investing
Financial innovation and legislation are intersecting once again, about to leave an indelible mark on America’s economy. This time, as the modern SDIRA makes tax-deferred micro alternative investing possible, the stars are aligning for retail investors.
How FinTech Can Halt America’s Retirement Crisis
This article was originally published on The Alpha Pages – Real talk on alternative investments, business & finance. 2016 has been off to a tumultuous and unnerving start – well at least for those whose retirement portfolios are at the mercy of public equity and debt markets. The “Happy New Year season” has barely ended and already […]