Welcome to Affluent Strategies by JP Nicols
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What About the Overbanked?
I spent a great couple of days in San Francisco this week hearing from 72 FinTech companies at Finovate, stay tuned for my unique recap and thoughts from the largest Finovate ever. As usual, there were several companies focused on improving access and service to the so-called underbanked– those who are priced out of traditional [...]
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What to Expect at Finovate Spring 2013
Great post from Finovate ahead of the kickoff tomorrow morning. Click here to read the original post. Stay tuned for my notes and observations.
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A Moneyball Approach to Wealth Management
Smaller and midsized banks can play in the wealth management big leagues, but they have to use some Moneyball type tactics to compete and win against the big budget competition. Before the financial crisis, a “Field of Dreams” approach worked– if you built it, they would come. An environment of deregulation, falling interest rates, a rising stock market [...]
