July 19, 2017

Marketing Your Financial Services Firm In the Age of Robos

As the old saying goes, there are only two certainties in life — death and taxes. But in today’s ever-evolving world, the reality is there is […]
October 18, 2016

Fidelity to Launch Digital Advice Platform for Advisors

Ever since the launch of Fidelity’s direct-to-consumer digital offering (robo advisor) was announced, I’ve been anxious to see what Fidelity had in store for advisors. The […]
July 20, 2016

Rise of the Machines

Whether it’s a young Arnold Schwarzenegger breaking through a wall or a space station turning against you, the machine takeover has been on the minds of […]