Beware the App: Will Technology Replace Advisors?
“Don’t you think,” I asked the broker, “if you can reposition someone’s portfolio to match any given model with a couple of clicks, that eventually the technology will be available for your clients to do something similar?”
Land of Milk and Money
In their recent book, Start-Up Nation, Dan Senor and Saul Singer argue that one of the main reasons Israel has had such success in starting...
And They're Off!
Are they horses or wholesalers? That was my first thought as I entered the hotel lobby for my broker-dealer's most recent national conference. The room...
Thicker Than Water
Shakespeare's King Lear was hardly the only father to bemoan the existence of a "thankless child." Consider the case of the client we'll call "Joe...