WM Today

Wealth Management Today is a blog published by Craig Iskowitz, a #FinTech and business strategy consultant and expert on fee-based advisory platforms.

[Craig Iskowitz @craigiskowitz]

Old school CompSci touch typers are not impressed by this

https://t.co/giaSqyPQ56

[Craig Iskowitz @craigiskowitz]

Look at how your business is organized & ensure that you are structured to support your clients’ needs

@jacksonwoodHQ @DonStClairJr @VanceBarse @EqualisFP @BigLiciousT @R_Alan_Moore @BullOakCapital

[Craig Iskowitz @craigiskowitz]

Brilliant #podcast w/ a stacked guest list via @FinTechInsiders - Ep383: No one can acquire @Chime
https://t.co/N0Y8gFgHUY

[Craig Iskowitz @craigiskowitz]

@FinTechInsiders @Chime Banks are pumping out white labeled utilities w/ @Google, @amazon & @Uber, it’s corporate innovation theater rather than true digital change — @lcdavis1225 @CBinsights

[Craig Iskowitz @craigiskowitz]

@FinTechInsiders @Chime .@RobinhoodApp has been fear mongering & attacking #WallStreet while simultaneously being opaque about how they're monetizing their business — @JonZanoff @techstars

[Craig Iskowitz @craigiskowitz]

@FinTechInsiders @Chime .@RobinhoodApp has 10M accounts up from 6M in Oct 2018 (67% increase) — for perspective the merged @CharlesSchwab + @TDAmeritrade will have 24M

[Craig Iskowitz @craigiskowitz]

@FinTechInsiders @Chime Consumers will sign up for subscription services w/ proven value, price transparency has become #1 driver of financial services for #GenZ — @lcdavis1225 @CBinsights

[Craig Iskowitz @craigiskowitz]

@FinTechInsiders @Chime DATA > OPINIONS

Seen on a tshirt worn by @lcdavis1225 @CBinsights

[Craig Iskowitz @craigiskowitz]

@FinTechInsiders @Chime We’re on the leading edge of an investing revolution powered by zero commissions + fractional shares, every #fintech will soon follow @square @Stash @sofi @CharlesSchwab to offer this — @lcdavis1225 @cbinsights

[Craig Iskowitz @craigiskowitz]

@FinTechInsiders @Chime A bad #UX can be helpful to keep investors from trading too much — @JonZanoff @techstars

[Craig Iskowitz @craigiskowitz]

@FinTechInsiders @Chime Investors should avoid trying to time the market, every bear market in history has reversed itself within 18-36 months — @lcdavis1225 @CBinsights

[Craig Iskowitz @craigiskowitz]

@FinTechInsiders @Chime @RobinhoodApp @CharlesSchwab @TDAmeritrade .@square has 18M active users, which is a much better metric than number of accounts, which includes inactive — all #wealthmanagement firms should check this number, it could become the future of their valuation

[Craig Iskowitz @craigiskowitz]

@FinTechInsiders @Chime The $5.8B valuation for @Chime sounds like a lot, but it's only around half of @WellsFargo annual tech spend

[Craig Iskowitz @craigiskowitz]

Over 80% of #Millennials believe in passive investment & their belief is stronger than their parents — this is a positive trend for @Wealthfront per @arachleff #InvestWest

[Craig Iskowitz @craigiskowitz]

The next #T3Advisor conference is right around the corner - innovation, announcements, and #AdvisorTech oh my!

@t3techhub @marieswift @FinTechie

[Craig Iskowitz @craigiskowitz]

New episode is now LIVE - check out our Lessons Learned in 2019 episode from #WMToday.

https://t.co/6AG6xBDCus

@orionadvisor @PettmanRob @FinTechie @RyanSDonovan

[Craig Iskowitz @craigiskowitz]

This means tremendous opportunity for #RIA aggregators & other buyers, but also marketing & practice mgmt to help spur growth
https://t.co/pwjy6gtKJ7

[Craig Iskowitz @craigiskowitz]

#ClearviewAI scraped 3 BILLION online images into their database to enable law enforcement to quickly identify anyone from just their face captured in public
https://t.co/zEhvGfTwfZ

[Craig Iskowitz @craigiskowitz]

"without public scrutiny, more than 600 law enforcement agencies have started using Clearview #facialrecognition software in the past year"

[Craig Iskowitz @craigiskowitz]

The software can be paired w/ #AR glasses to enable users to identify every person they saw, revealing not just their names but where they lived, what they did & whom they knew