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Anthony Zhang: Turning Challenge into Opportunity
Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock market soon fell 30%, …
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Technology
27 Questions Every Financial Advisor Should Ask Their Tech Vendor
Technology is constantly changing and always evolving. Advisors feel the pressure to stay on top of the latest trends in fintech and offer the best products for their clients. …
Technology
3 Ways Advisors Can Look at Technology
During our Excell conference in May, keynote and futurist Howard Tullman made this astute observation:
“Today, the rate of change is the slowest it’s going to be for the rest of our lives,” he said.
Business Management
Observations from 5 Years in TD’s Business Consulting Lounge
If you’ve ever been to Nebraska in January or February, you’d understand the desire to escape the bitter cold of a Midwest winter. Lucky for me, five years ago …
Investments
Bitcoin, Cryptocurrencies, and Distributed Ledger Technology – A Guide for Financial Advisors
If you are a financial advisor, you have surely been asked about Bitcoin. Because of the parabolic rise in price in 2017, there is much hype and interest in …
Technology
Artificial Intelligence: From Science Fiction to Financial Services
Earlier this month, I had the opportunity to visit the Technology Tools for Today conference in Las Vegas. Although many emerging technologies were presented throughout the event, it was …
Technology
The Hidden Threat That Wealth Managers Aren’t Talking About
When the Telecommunications Act of 1996 deregulated the telecom industry, executives at the old regional Bell companies faced a momentous decision. They could join the disruptors who began using …
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Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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