Market76In Pursuit of HappinessDaniel Kahneman, renowned behavioral economist, describes the difference between happiness and well-being better than I can (TED talk…May 27, 2016May 27, 2016
Market76NextGen Wealth Management: Building Relationships With the Next GenerationSchwab’s commercials tick off a lot of advisors.May 12, 2016May 12, 2016
Market76Financial Products and the Problem with PerceptionThe Atlantic recently ran an interesting story detailing the prevailing theory of a new book, No One Understands You and What to do about…Apr 27, 2015Apr 27, 2015
Market76The Unbundling of Financial ServicesTechnology media, and especially TechCrunch, has a way of turning buzzwords into religion. Taking nuanced and complex concepts and…Apr 23, 2015Apr 23, 2015
Market76The Fiduciary Red HerringEnsuring financial services professionals act in clients’ best interests is super important. But the, “horde of brokers misrepresenting…Apr 15, 2015Apr 15, 2015
Market76Pentland: Technology Organizations Must “Separate Out” Data to Protect ConsumersWe live in a world where consumers demand that technology answer their questions no slower than instantaneously (and for free!) yet decry…Apr 10, 2015Apr 10, 2015
Market76Personas Help Advisors Manage ClientsPersonas help people rationalize and categorize their book of business. Needless to say, technology and data are important to building real…Apr 8, 2015Apr 8, 2015