Min Zhang – Medium

Min Zhang

Min Zhang

Why female-focused digital advice is needed

While we don’t think it’s intentional that millennial women are overlooked by the financial services industry, the reality is that they…

Jan 4, 2017

Why female-focused digital advice is needed

Jan 4, 2017

Min Zhang

Are 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, 2016

Are robots the answer to DoL rule challenges? Maybe, maybe not.

Dec 9, 2016

Min Zhang

Leaving the nest: The risks and rewards of going solo

Leaving 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, 2016

Dec 9, 2016

Min Zhang

Chasing fintech Pokémon: The industry’s robo adviser obsession

For wealth management firms, robo advisers have become their own form of Pokémon: they gotta catch them all.

Dec 9, 2016

Chasing fintech Pokémon: The industry’s robo adviser obsession

Dec 9, 2016

Min Zhang

Fresh Eye

Those wondering what blueprint Stein is following with the Shapero hire need look no further than the dynamic duo of Mark Zuckerberg and…

Dec 9, 2016

Dec 9, 2016

Min Zhang

Staying The Course In The Brexit Tidal Wave

Friday, 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, 2016

Dec 9, 2016

Min Zhang

PDJ Announces Winners of the 2016 Women Worth Watching Awards

Profiles in Diversity Journal today proudly announces the winners of the 15th Annual Women Worth WatchingAwards®. In celebrating the 15th…

Dec 9, 2016

Dec 9, 2016

Min Zhang

The 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, 2016

Dec 2, 2016

Min Zhang

Ten to Watch 2017: Min Zhang

Min Zhang thinks financial advisors take a short-sighted view of a client’s “risk tolerance.”

Dec 2, 2016

Ten to Watch 2017: Min Zhang

Dec 2, 2016

Min Zhang

DOL Solutions

Dec 2, 2016

Dec 2, 2016

Min Zhang

Min Zhang

TotumWealth.com, CEO and co-founder. Targeted investment solutions based on holistic human + financial capital exposure. #fintech

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