Truth, Transparency, and the Individual Investor

Truth, Transparency, and the Individual Investor

There has been much said for and against pending Department of Labor (DOL) standards directed at enforcing fiduciary oversight and fee transparency for savers in 401(k)-Type retirement plans. While the implementation and enforcement of standards as planned may have...
Go With the Flow In Building a Digital Client Experience

Go With the Flow In Building a Digital Client Experience

As a leading FinTech company, we’re in a position to see new industry trends before they take shape. Some trends happen quickly while others unfold over a longer period. Today, a trend is evolving that will forever reshape the financial services industry even more...
An Eye on my ROI

An Eye on my ROI

I just turned 50. The big five-O. I can’t believe it. Even more than that, I can’t believe the things this “milestone” is forcing me to think about. All the fun things I’ve done, and what should that list of fun things include in chapter two? Followed by, “How do I...