A traditional thinker that ends up being a contrarian

Featured Video Play Icon

Jeremy believes that just by educating clients they will make better decisions. He also believes that the AUM based fee should not go away, and that clients will not be using technology any time soon. All of these thoughts seem somewhat contrarian at this point in the wealth management industry. We explore why they should…

Read More

How do you grow a solo advisory firm?

Featured Video Play Icon

Over the years financial advisors have been re-inventing themselves. But currently they are at a cross roads. Now that you can work with anyone in the world, offer any product, determine your own value proposition, and use technology to serve your clients, what is the opportunity? Sarry Ibrahim discusses with us how he approaches the…

Read More

Asset Managers shouldn’t get into Blockchain

Featured Video Play Icon

Lorenzo Delzoppo has helped many blockchain and fintech startups to launch their products. He is a true compliance veteran in the industry. Among many other ideas, he thinks asset managers should not be using crypto currency as an investment tool, as it was ideated as a transactional one.

Read More

Niche Financial Advisory – Mauro Cognetta

Featured Video Play Icon

Launching a financial advisory firm is challenging in any circumstances. In Latin America and during a pandemic, let’s just say it is not simple. However, Mauro Cognetta did just that and is doing great. Why? Because he did what many industry and marketing gurus always recommend: to focus on a niche.To specialize in a segment…

Read More