Blogs By Michael


Understanding How a Robo-Advisor Works

May, 21 2018 | Michael

Understanding How a Robo-Advisor Works

Determining the Risk Profile of the Client A Robo-Advisor typically asks a series of questions to determine the risk an investor is willing to take, enabling an ideal portfolio to be created. Some will also look further into the investor’s holdings to determine any difference between the client’s ability to take risk versus the calculated […]

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The Future of Finance is the Digitalization of Wealth Management

April, 4 2018 | Michael

The Future of Finance is the Digitalization of Wealth Management

The world is changing as technology and digitalization have made inroads into every aspect of our lives and businesses. These changes are happening all over the world and the pace of the changes will continue far faster than many people and firms realize. The disruption will continue as new technologies that are present today and […]

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2018 Year of the ROBO

January, 3 2018 | Michael

2018 Year of the ROBO

Wake up and smell the coffee! The “Uber-ization”use of technical tools for clients of financial services continues to gain traction, as Drew Taylor convincingly describes in “To Robo or Not to Robo Is NOT the Question in 2018,” published in iris. This is not an all-or-nothing decision. No two financial firms are exactly alike, which […]

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Embrace Artificial Intelligence

December, 12 2017 | Michael

Embrace Artificial Intelligence

Artificial intelligence (AI) is seeping into every aspect of modern life. Like other technologies that we have come to take for granted, it is in use on a daily basis all around us. It’s behind Google’s ubiquitous search engine and powers the Google Maps analysis of the speed of traffic to suggest faster routes to […]

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