Tag Archives: Financial services

When the Affluent Become the Unbanked

Concern about those who have been left behind in receiving financial services (“the unbanked” and “the underbanked” ) have been popular topics of conversation amongst bankers and regulators over the past few years. An important thread of these conversations has been the fact that in many cases, it is the customers who are leaving the […]

The Convergence of High Tech and High Touch in Wealth Management

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 […]

Wealth Management 3.0 Is Here– Are You Ready? (Part 1 of 3)

Most banks today have wealth management clients with an average age somewhere between 70 and dead (no offense, Mom). Their books of business were largely built in bygone eras, from fortunes made in companies and industries that no longer exist. These clients (and many of their advisors) are really not sure about this whole “interweb” […]

Wow, I’m Actually Leaving My Day Job!

This week I celebrate an important anniversary in my professional career as I close this chapter and begin a new one. Twenty years ago this week, I joined a small bank that would become one of the largest and most respected in the country. It has been an incredible ride, and I got the chance […]