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It’s WOTY Time!December 8, 2017 · 0 Comments
“The trouble with words is that you never know whose mouth they’ve been in.” – Dennis Potter, playwright If you’re a word person, then this truly is the most wonderful time of the year. Why, you might ask? Because it’s time for the various and sundry word authorities (i.e., dictionaries and the American Dialect Society
Bitcoin: A Teaching MomentDecember 1, 2017 · 0 Comments
Whether a wealth advisor sees Bitcoin as an attractive investment opportunity or as more of a speculative investment, the dramatic rise in the distinctive currency’s price this year can offer a valuable teaching moment on an advisor’s core investment beliefs. For advisors who are long-term, value investors, the Bitcoin phenomenon appears to be a speculative bubble.
Think Digital, Act HumanNovember 17, 2017 · 0 Comments
In the new Digital Age, the word “digital” has almost become redundant. From how we get our news, plan our trips and make purchases, just about everything is digital. It’s become the standard and, for many, the expectation. As a recent study from Ernst and Young (EY) demonstrates, the wealth management industry is no exception.
ESG is Here to StayNovember 10, 2017 · 0 Comments
ESG is attracting growing interest, particularly among millennials and women. Assets in strategies using ESG factors grew a dramatic 33% between 2014 and 2016, although they still represent a relatively small share of total investment assets. As interest grows in ESG and impact investing, offerings have increased substantially. Many organizations now offer either individual ESG
Q&A with Ken HoffmanNovember 7, 2017 · 0 Comments
This interview was conducted by Jerry Michael, President, Board Member and Co-Founder of Smartleaf. To find out more about Smartleaf and its financial technology capabilities, click here. Our President, Ken Hoffman, was recently interviewed by Jerry Michael from Smartleaf about the future of the asset and wealth management industry. They covered a wide range of real and
‘Tis the SeasonNovember 3, 2017 · 0 Comments
Photo: Starbucks.com You know what we mean, the Starbucks holiday cup season, of course. Since its introduction 20 years ago this year, the unveiling of the now iconic Starbucks holiday cup has come to be a hotly anticipated event; fraught with speculation and often debate. A leak in mid-October of what turned out to be
Are Advisors an Endangered Species?October 27, 2017 · 0 Comments
A headline on the cover of the latest edition of BISA Magazine about bank advisors caught our eye. Behind their question is the recent decline in the number of Financial Advisors working in banks and credit unions. The article proposes that short-term drivers for this drop may be increasing competition by wirehouses for reps and
Black Box Investing 2.0October 20, 2017 · 0 Comments
This past week, it was announced that a San Francisco-based tech firm, EquBot was launching the first ETF to use artificial intelligence (AI). EquBot is built on IBM Watson, a platform which rose to prominence from its highly publicized success as a robot contestant on Jeopardy. The ETF applies proprietary algorithms to Watson’s AI technology