You know conflicts of interest. What about alignment of interest?
Alignment of Interest
Insurtech and AI in the Insurance industry
Creeping disruption by Insurtech is subtle and ongoing. FA Reps have to respond.
Subtle Biases in Financial Statement Analysis
Did you know that the SAME set of financial statement reports can be analyzed differently with different lens depending on the objective of the analysis?
Financial Advisory & the Emotional Bank Account (EBA)
Are you rich measured in EBA terms?
Account Opening using MyInfo
Technology is amazing these days.