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The Future of Finance is More of the Same?
Silicon Valley venture capitalist Marc Andreesen got a lot of attention with a Q&A in Bloomberg Markets magazine where he suggested the entire realm of finance was ripe for disruption. He speaks optimis...
Myth Busting 101
It's a DIY world, where everyone thinks they can cook a meal, renovate a house, fix a car or spin out high-quality crafts simply by watching a few YouTube videos. But clients should be disabused of the notion that they can do fi...
For wealth managers, the approach to engagement and eventual relationships is completely different between the Gen-X/Y wealth holder and his/her wealthy parents.
A typical financial plan may land in front of a client with a thud, consisting of reams of paper on which is printed complicated charts and spreadsheets. United Capital Financial Partners has just launched what it hopes will be a different kind o...