Anthony Zhang: Turning Challenge into Opportunity

Posted on June 27, 2022
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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27 Questions Every Financial Advisor Should Ask Their Tech Vendor

By: Cameron Carlow
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. …

3 Ways Advisors Can Look at Technology

By: Carson Group

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

By: Greg Opitz
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 …

Bitcoin, Cryptocurrencies, and Distributed Ledger Technology – A Guide for Financial Advisors

By: Carson Group
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 …

Artificial Intelligence: From Science Fiction to Financial Services

By: Quin Kilgore
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 …

The Hidden Threat That Wealth Managers Aren’t Talking About

By: Ron Carson
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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