“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled
“For markets to work there have to be winners and losers. It’s not a good look for Robinhood to change the rules of the game
EXECUTIVE SUMMARY How embedded is your competitor’s product in the broker-dealer’s infrastructure structure? How does your pricing align with your value proposition? Have you built
“Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives
“After just an hour, two thirds of our short-term memory is gone, it’s amazing how fast it leaves us. If you have a method to
“Success is 10% strategy and 90% execution.” — Karl Moore, Professor, Strategy & Organization, McGill University We’ve all heard the old adage that success is
“Too much of a good thing can be wonderful.” — Mae West, American Actress When something is working, you want to keep it going. Especially
“The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there
Who We Serve
WealthTech Today
SUPPORT
CONTACT INFORMATION
