Old school CompSci touch typers are not impressed by this

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Look at how your business is organized & ensure that you are structured to support your clients’ needs

Jackson Wood Don St. Clair, CFP® Vance Barse, CPWA®, AIF® Leighann Miko, CFP® Tilly In Bloomington Alan Moore (He/Him/His) Bull Oak Capital LLC

Brilliant #podcast w/ a stacked guest list via @FinTechInsiders - Ep383: No one can acquire Chime
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@FinTechInsiders Chime Banks are pumping out white labeled utilities w/ Google, Amazon & Uber, it’s corporate innovation theater rather than true digital change — Lindsay Davis CB Insights

@FinTechInsiders Chime .Robinhood has been fear mongering & attacking #WallStreet while simultaneously being opaque about how they're monetizing their business — Jon Zanoff @techstars

@FinTechInsiders Chime .Robinhood has 10M accounts up from 6M in Oct 2018 (67% increase) — for perspective the merged Charles Schwab Corp + @TDAmeritrade will have 24M

@FinTechInsiders Chime Consumers will sign up for subscription services w/ proven value, price transparency has become #1 driver of financial services for #GenZ — Lindsay Davis CB Insights

@FinTechInsiders Chime DATA > OPINIONS

Seen on a tshirt worn by Lindsay Davis CB Insights

@FinTechInsiders Chime We’re on the leading edge of an investing revolution powered by zero commissions + fractional shares, every #fintech will soon follow @square Stash @sofi Charles Schwab Corp to offer this — Lindsay Davis @cbinsights

@FinTechInsiders Chime A bad #UX can be helpful to keep investors from trading too much — Jon Zanoff @techstars

@FinTechInsiders Chime Investors should avoid trying to time the market, every bear market in history has reversed itself within 18-36 months — Lindsay Davis CB Insights

@FinTechInsiders Chime Robinhood Charles Schwab Corp @TDAmeritrade .@square has 18M active users, which is a much better metric than number of accounts, which includes inactive — all #wealthmanagement firms should check this number, it could become the future of their valuation

@FinTechInsiders Chime The $5.8B valuation for Chime sounds like a lot, but it's only around half of Wells Fargo annual tech spend

Over 80% of #Millennials believe in passive investment & their belief is stronger than their parents — this is a positive trend for Wealthfront per Andy Rachleff #InvestWest

The next #T3Advisor conference is right around the corner - innovation, announcements, and #AdvisorTech oh my!

T3 Technology Tools Marie Swift Joel Bruckenstein

New episode is now LIVE - check out our Lessons Learned in 2019 episode from #WMToday .

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@orionadvisor Rob Pettman Joel Bruckenstein Ryan Donovan

This means tremendous opportunity for #RIA aggregators & other buyers, but also marketing & practice mgmt to help spur growth
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#ClearviewAI scraped 3 BILLION online images into their database to enable law enforcement to quickly identify anyone from just their face captured in public
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'without public scrutiny, more than 600 law enforcement agencies have started using Clearview #facialrecognition software in the past year'

The software can be paired w/ #AR glasses to enable users to identify every person they saw, revealing not just their names but where they lived, what they did & whom they knew