This great song by the Kinks was on an episode of Patriot (one of the best shows I've seen in a long time - available on Amazon Prime). And it hit home a bit too hard. Anyone who's ever started a business, I'm sure can sympathize. Whether you're starting a new venture, [...]
Have your clients begun to ask about crypto exposure, better known as digital assets? There will be an entirely new asset class in the next five years ranging from cryptocurrency, non-fungible tokens (NFTs), Decentralized Finance tokens (DeFi), and possibly many more. How much do you know about crypto and the impact on the wealth [...]
"A nudge is a contextual change to the way a choice is offered while preserving people’s ability to make the decision they want.” Hamid Ghanadan’s December 2018 Forbes article is a worthwhile read on human decision making. We all rely on mental shortcuts to make decisions quickly and efficiently. Over time Knudge will provide advisors [...]
Excerpt from Fidelity Investment's report on the coming wave of wealth value advice. Many investors today are seeking different types of relationships with their financial advisors. No group epitomizes this more than Generations X and Y, the “coming wave of wealth,” who generally seek advice relationships that go beyond investment management. They seek relationships that [...]
Excerpt from article by Liz Fritz Chief Marketing Officer at F2 Strategy Consulting originally published in Forbes Engage with the new Gen C (Generation Connected). Engagement is particularly important in the digital age. It’s not just millennials that are plugged in. You’ll be hard-pressed to find a client who doesn’t have a smartphone. Technology may seem like a [...]