WM Today
@wm_today
Wealth Management Today is a blog published by Craig Iskowitz, a #FinTech and business strategy consultant and expert on fee-based advisory platforms.
ID: 1900284960
http://about.me/craig.iskowitz 24-09-2013 12:25:59
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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
Fintech Insider 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
Fintech Insider Chime .Robinhood has been fear mongering & attacking #WallStreet while simultaneously being opaque about how they're monetizing their business — Jon Zanoff Techstars
Fintech Insider Chime .Robinhood has 10M accounts up from 6M in Oct 2018 (67% increase) — for perspective the merged Charles Schwab Corp + @TDAmeritrade will have 24M
Fintech Insider 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
Fintech Insider Chime DATA > OPINIONS Seen on a tshirt worn by Lindsay Davis CB Insights
Fintech Insider 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 CB Insights
Fintech Insider Chime A bad #UX can be helpful to keep investors from trading too much — Jon Zanoff Techstars
Fintech Insider 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
Fintech Insider 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
Fintech Insider 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. wp.me/p7NnKJ-4a2 @orionadvisor @PettmanRob Joel Bruckenstein Ryan Donovan
