Tag: Technology

The Rise of the Machines (and how to retain your advantage) – Episode 1

Episode 1: Understand Their Appeal Elite Advisors focus on one thing – achieving their client’s financial goals. Particularly now, when market returns and basic portfolio optimization techniques have become commoditized and are no longer competitive advantages, it is critical that Advisors deliver on this promise for their clients.  From a wealth management perspective, it is not good enough… Read more »

Robo: Existential Threat or Necessary Evolution?

In 1998, during the peak of the dot com boom and only a few short years after Al Gore invented the internet, I was an executive in the private bank of a large financial institution in the Southeast.  We were staring at the opportunity to begin to utilize technology as part of our client service… Read more »