Min ZhangWhy female-focused digital advice is neededWhile we don’t think it’s intentional that millennial women are overlooked by the financial services industry, the reality is that they…Jan 4, 2017Jan 4, 2017
Min ZhangAre robots the answer to DoL rule challenges? Maybe, maybe not.“The commoditization of advice and streamlining of solutions, based on few broad initial survey questions, lends itself to…Dec 9, 2016Dec 9, 2016
Min ZhangLeaving the nest: The risks and rewards of going soloLeaving a cushy job with the backing of a large firm can be daunting, but for many advisers it is a risk worth taking.Dec 9, 2016Dec 9, 2016
Min ZhangChasing fintech Pokémon: The industry’s robo adviser obsessionFor wealth management firms, robo advisers have become their own form of Pokémon: they gotta catch them all.Dec 9, 2016Dec 9, 2016
Min ZhangFresh EyeThose wondering what blueprint Stein is following with the Shapero hire need look no further than the dynamic duo of Mark Zuckerberg and…Dec 9, 2016Dec 9, 2016
Min ZhangStaying The Course In The Brexit Tidal WaveFriday, Jun. 24, was a day that many of us had a rude awakening. The post-Brexit landscape seemed bleak, with worries of the sweeping…Dec 9, 2016Dec 9, 2016
Min ZhangPDJ Announces Winners of the 2016 Women Worth Watching AwardsProfiles in Diversity Journal today proudly announces the winners of the 15th Annual Women Worth WatchingAwards®. In celebrating the 15th…Dec 9, 2016Dec 9, 2016
Min ZhangThe spoonful of gamifying sugar a 33 year-old CEO took to make the boomer-ethos T3 conference go…If I spoke in hashtags, “DOL” would definitely sit atop the trending board of last week’s T3 Enterprise Conference in Las Vegas. Our…Dec 2, 2016Dec 2, 2016
Min ZhangTen to Watch 2017: Min ZhangMin Zhang thinks financial advisors take a short-sighted view of a client’s “risk tolerance.”Dec 2, 2016Dec 2, 2016