Readers of this blog know that my primary focus is the convergence of high-tech and high-touch that I believe IS the future of wealth management. I think Balance Financial gets this better than most fintech firms, and that is why I am proud to serve on their Advisory Board. Read on…
I was recently interviewed by BAI Banking Strategies on the evolving use of social media in banking and wealth management. Here is an excerpt from the article, which was published yesterday: Nicols, a former executive with Minneapolis-based U.S. Bancorp, agrees that social media can warn financial institutions of potential problems. “You ought to be happy […]
Another interesting example of disruption in the wealth management business. Related articles The Convergence of High Tech and High Touch in Wealth Management (jpnicols.com)
Another Finovate conference is in the books. The Best of Show winners included MoneyDesktop, one of the companies on my watch list for accelerating the convergence of high tech and high touch, and one that should have been on my list, but had eluded my foresight (Learnvest). New York welcomed the Finovate road show to town with weather was […]
Someone had to be at the Apple event today while I am at Finovate. I’m glad PandoDaily was there.
I am excited to spend the next two days peering into the future of FinTech as I watch and hear 60 companies demo their wares at Finovate. This TechSpeak to English Dictionary from Francisco Dao may be helpful for some attendees (and some presenters). Enjoy… PandoDaily: The TechSpeak to English Dictionary Related articles FinovateFall Kicks […]
This is as encouraging to me personally (“the average age of founders of technology companies is a surprisingly high 39 – with twice as many over-50 executives as those under 29 years old.)”, as it is generally (“The United States might be on the cusp of an entrepreneurship boom—not in spite of an aging population […]
I wrote a piece for the popular fintech blog netbanker yesterday on how high tech and high touch are converging in wealth management, and what I will be watching for in that convergence zone next week at Finovate Fall 2012 in New York. In the article, I mentioned that most of the notable traction to date has […]