Mission: Impossible – Choosing the Right Digital Advice Vendor

Posted by on Sep 5, 2018 in Uncategorized

“Your mission, should you choose to accept it, is to review and analyze the leading vendors in the digital advice space and select the best one for your firm.” “This message will self-destruct in five seconds.” Sometimes it seems that the only way to fully grasp the rapid advances in advisor technology is to be […]

10 Disruptive Demos from InVest NYC 2018

Posted by on Jul 27, 2018 in Uncategorized

This has become one of my favorite parts of conferences: The Demos.  A steady stream of vendors, each given under ten minutes extolling their new features to a highly critical audience that can sometimes get a little glassy eyed with wonder. In these sessions, it pays to be on early, since by the time the […]