The Continued Shift in Financial Advisor Technology

This post is a continuation from my original in 2019. I’ll quickly cover my initial hypothesis and provide any updates, then move into what I believe may be coming down the pipeline in this exciting space. If you haven’t read the initial post, it may be worth quickly pursuing that first. VC investments have hit… Continue reading The Continued Shift in Financial Advisor Technology

WTH is a TAMP

My ramble of the week. Putting thoughts on paper.  The TAMP is back in vogue (it never really went out to be fair). A TAMP is a Turnkey Asset Management Program. The term always puzzles me because it sounds old, or perhaps even wet(?) - for example, DAMP: Dedicated Asset Management Program; or even CAMSP:… Continue reading WTH is a TAMP

Charlie and ComplyAdvantage – Financial Crime Edition

Hope to see you during this week’s convo with Charlie of ComplyAdvantage where we talk about financial crime and his platform which aids in combating it. Joined by hosts Vaibhav / Cokie / Yann / Jane 👏 https://lnkd.in/e9GPED6 #fintech #technology #cybersecurity #privacy #cybercrime #api #aml #banking

FinTech Fridays

I'm super excited to share the fun experiment that myself, Yann, Jane, Vaibhav, and Cokie have been building. Welcome to fintechfridays.com 🚀When covid happened, all our chances to interact were destroyed. But the creation of Clubhouse allowed for us to still connect, so we did it ourselves and created a forum to have low-key chats… Continue reading FinTech Fridays

Zach & Dmitry of HMBradley

Don’t miss out on this week’s #FinTech #Friday convo w/ Zach & Dmitry of HMBradley - were we’ll talk about rewarding responsible financial behavior alongside Cokie/ Yann/ Vaibhav/ Jane and the Fintech Friday crew!This Friday, Jan 22nd at 11:00 AM EST on clubhouse. Join us! https://www.joinclubhouse.com/event/4ME0nvxk

Record charts

Standards and expectations have been squashed since covid began spreading. Business implications range from record breaking unemployment rates, savings rates, debt rates, hiring rates, and more. I've been coming across new graphs weekly since Feb / March and wanted to showcase a few which buck the norm. Some of these will change quickly once the… Continue reading Record charts

First Virtual FinTech Conference

I attended my first fully virtual fintech conference two weeks ago.  It was spread across two days and was split into two, four hour blocks with breakout sessions and 1:1 meetings.  I wanted to pass a fact (or trend) that I took away from each day, as well as one from a founder I spoke… Continue reading First Virtual FinTech Conference

Machine learning for the enterprise

Where should we expect there to be disruption in the next 5 years, and specifically across enterprise-grade machine learning? Additionally, what areas will companies likely focus on building, and what will be acquired by large incumbents? To understand this, we need to know where we are currently and what we have accomplished to date. Currently,… Continue reading Machine learning for the enterprise

Near term M&A

https://giphy.com/gifs/lab-psychology-physiology-3oEduXcQeQCX3vwxxK What the market has been doing M&A market in the near-term is changing a little: (1) confidence is what drives deals (we've got low confidence); (2) it takes 6 months for private markets to catch up to the public markets; (3) low volatility enables an active M&A market, but currently volatility is still somewhat… Continue reading Near term M&A