Belief based investing

A Case for Belief-Aligned Investment Advice: An Opinion

The current politically charged environment provides opportunities for financial advisors to demonstrate that they truly understand their clients in ways that straight automated solutions can’t. They’ll need the help of technology to do that efficiently.

My Finovate State of Mind

Finovate conferences are known for showcasing the most innovate fintech products and helping the industry evolve. This post recaps the emerging FinTech themes as seen in FinovateSpring and what it means for the Financial Services industry