Rebel / BoulderUXBloated Software = Opportunity for FintechsOur work in banking often entails studying bankers go through their day. We pay close attention to work processes, the different tools…Dec 30, 2019Dec 30, 2019
Charles LowenhauptYear-end Charitable Contributions: To Give Or Not To GiveDecember is a time when we are often consumed with year-end tax planning and how to make gifts to charity, children and grandchildren.Dec 30, 2019Dec 30, 2019
Anurag Bhatnagarinshiftaltcap“I want the cake and eat it too”: Investor Fears when it comes to Early Stage InvestingWish we were all Adam Smith’s economic man. Someone, who can think and act rationally at-least where economic matters are concerned. After…Dec 30, 2019Dec 30, 2019
Jon HaleinThe ESG AdvisorSustainable Investing New Year’s ResolutionsFor Individuals, DC Plan Participants, Advisors, Asset Managers, Companies, and RegulatorsDec 29, 2019Dec 29, 2019
Hannah LockettinSecclPfolio Development and Professional Sprint updateWe have recently had some changes here at Seccl and we now run the same sprint for both our Pfolio and Professional teams. This means we…Dec 23, 2019Dec 23, 2019
Anurag BhatnagarinshiftaltcapBroad and Deep Moats: Where do they come from, and where can I see them in my startup?Competitive advantages in startups are hard to determine. Yet, sustained Competitive advantage, will drive significant valuation as the…Dec 21, 2019Dec 21, 2019
3rd-eyes analyticsWhy Modern Portfolio Theory is useless for wealth planning20/12/2019Dec 20, 2019Dec 20, 2019
SIFMAPodcast: What the SECURE Act Means for Retirement SaversThe retirement system in the United States helps millions of Americans save for a secure retirement and maintain their standards of living…Dec 19, 2019Dec 19, 2019
Joe KozeniewskiGet in the Fast Lane: 6 Steps to a Smoother Financial RoadYou’ve put it off long enough. Time to get that “Check Engine” light examined by the mechanic. You’ve gotten a flat tire here and there…Dec 18, 2019Dec 18, 2019
