Polly Portfolio is in the running for Best Analysis Tool. Cast your vote for the #BZAwards today! benzingafintechawards.com/vote-2017/poll…

We can't resist stories that combine math and a better basis for dialogue. x.com/matt_levine/st…

Another advisor #fintech firm popping up on my radar: Polly Portfolio. You should subscribe to them on Medium medium.com/@pollyportfoli…

Four tech tools so FAs can deepen client relationships by talking more (by Jasen Yang in Financial Planning) financial-planning.com/opinion/use-th…

We selected Polly Portfolio and covered its service process, platform features and charging mechanism in our new Report (2nd Edition)~

Andrew Lo talking his new book (adaptive markets hypothesis), mega biopharma vc funds, and making strong case for ai driven roboadvisors x.com/jasenyagna/sta…

This is the best Wikipedia entry I read today en.wikipedia.org/wiki/The_Marti…

Digital assistants are going to be necessary to properly manage the complexity of holistic financial advice. bloomberg.com/news/articles/…

This is a different type of Ask Polly advice than we would give-- but way more hysterical. Us Pollys have to stick together. x.com/hhavrilesky/st…

Don't think about AI alone, it's too nebulous. Think about how to reduce complexity and deliver a delightful client experience. #InVest2017

There is a mountain of information that an adviser is trying to process for any given client, Hassan of Morgan Stanley says #invest2017

Hint: getting a computer to do your homework for you is a good way to spend more time connecting with your clients... x.com/AssetTVUS/stat…

Navigating Compliance Oversight When Blogging As A Financial Advisor kitc.es/2tROKsT

Great ideas on what FAs can do right now to add scale and improve service from @HeronWealth @SAVANTweets @TSAdvisor financialadvisoriq.com/c/1706653/1990…

Look forward to seeing the digital client servicing platform from eMoney Advisor and @Fidelity4BD_RIA built for real advisor workflows. x.com/ryanWneal/stat…

Narratives behind today's booming stock market and a plot showing how high it is compared to history, earnings: nytimes.com/2017/09/15/bus…

This #FinTech video is the best #WednesdayWisdom you’ll need today. Polly Portfolio ow.ly/vNXk30fMmTZ

Investing is for meeting investors' needs. Good piece from Business | Innovation | Enterprising. "More complete and holistic than MPT, LDI explicitly includes an investor’s current and future liabilities." blogs.cfainstitute.org/investor/2017/…

Very cool graph show what people really mean when they use vague terminology describing the probability of an event. Source: buff.ly/2kJ61T7