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WM Today

@wm_today

Wealth Management Today is a blog published by Craig Iskowitz, a #FinTech and business strategy consultant and expert on fee-based advisory platforms.

 East Brunswick, NJ
about.me/craig.iskowitz
Joined September 2013
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Old school CompSci touch typers are not impressed by this teapaw.org/Paula_Piccard/status/1…
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Look at how your business is organized & ensure that you are structured to support your clients’ needs @jacksonwoodHQ @DonStClairJr @VanceBarse @EqualisFP @BigLiciousT @R_Alan_Moore @BullOakCapital
Craig Iskowitz (@craigiskowitz) profile pictureCraig Iskowitz
@craigiskowitz7 Jan 2020
The Five Questions you should be asking your clients, according to David Canter, Head of RIA Segment at @Fidelity @FidelityAdvisor @Fidelity4BD_RIA @InVest_Event @SourceMediaCo @psb_dc @TheRudinGroup @jaypalter
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Brilliant #podcast w/ a stacked guest list via @FinTechInsiders - Ep383: No one can acquire @Chime podcasts.apple.com/us/podcas…
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Replying to @craigiskowitz @FintechInsiders @Chime
Banks are pumping out white labeled utilities w/ @Google, @amazon & @Uber, it’s corporate innovation theater rather than true digital change — @lcdavis1225 @CBinsights
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Replying to @craigiskowitz @FintechInsiders @Chime
.@RobinhoodApp has been fear mongering & attacking #WallStreet while simultaneously being opaque about how they're monetizing their business — @JonZanoff @techstars
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Replying to @craigiskowitz @FintechInsiders @Chime
.@RobinhoodApp has 10M accounts up from 6M in Oct 2018 (67% increase) — for perspective the merged @CharlesSchwab + @TDAmeritrade will have 24M
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Replying to @craigiskowitz @FintechInsiders @Chime
Consumers will sign up for subscription services w/ proven value, price transparency has become #1 driver of financial services for #GenZ — @lcdavis1225 @CBinsights
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Replying to @craigiskowitz @FintechInsiders @Chime
DATA > OPINIONS Seen on a tshirt worn by @lcdavis1225 @CBinsights
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Replying to @craigiskowitz @FintechInsiders @Chime
We’re on the leading edge of an investing revolution powered by zero commissions + fractional shares, every #fintech will soon follow @square @Stash @sofi @CharlesSchwab to offer this — @lcdavis1225 @cbinsights
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Replying to @craigiskowitz @FintechInsiders @Chime
A bad #UX can be helpful to keep investors from trading too much — @JonZanoff @techstars
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Replying to @craigiskowitz @FintechInsiders @Chime
Investors should avoid trying to time the market, every bear market in history has reversed itself within 18-36 months — @lcdavis1225 @CBinsights
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Replying to @craigiskowitz @FintechInsiders @Chime @RobinhoodApp @CharlesSchwab
.@square has 18M active users, which is a much better metric than number of accounts, which includes inactive — all #wealthmanagement firms should check this number, it could become the future of their valuation
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Replying to @craigiskowitz @FintechInsiders @Chime
The $5.8B valuation for @Chime sounds like a lot, but it's only around half of @WellsFargo annual tech spend
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Over 80% of #Millennials believe in passive investment & their belief is stronger than their parents — this is a positive trend for @Wealthfront per @arachleff #InvestWest
JM3FinanceNext (@jm3FinanceNext) profile pictureJM3FinanceNext@jm3FinanceNext13 Jan 2020
Gavin Spitzner on Twitter wmtoday.com/2019/12/16/every… via @craigiskowitz
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The next #T3Advisor conference is right around the corner - innovation, announcements, and #AdvisorTech oh my! @t3techhub @marieswift @FinTechie
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New episode is now LIVE - check out our Lessons Learned in 2019 episode from #WMToday. wp.me/p7NnKJ-4a2 @orionadvisor @PettmanRob @FinTechie @RyanSDonovan
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This means tremendous opportunity for #RIA aggregators & other buyers, but also marketing & practice mgmt to help spur growth teapaw.org/cerulli_assoc/status/1…
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#ClearviewAI scraped 3 BILLION online images into their database to enable law enforcement to quickly identify anyone from just their face captured in public teapaw.org/kevinakwok/status/1218…
Kevin Kwok (@kevinakwok) profile pictureKevin Kwok
@kevinakwok18 Jan 2020
Many stories on tech can be overblown. Not this one though I have seen this app in use and it 100% works and is even more disconcerting than description here Global facial recognition doesn’t exist only because of social norms rn. The tech is trivial nytimes.com/2020/01/18/techn…
The Secretive Company That Might End Privacy as We Know It (Published 2020)

The Secretive Company That Might End Privacy as We Know It (Published 2020)

A little-known start-up helps law enforcement match photos of unknown people to their online images — and “might lead to a dystopian future or something,” a backer says.

nytimes.com
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"without public scrutiny, more than 600 law enforcement agencies have started using Clearview #facialrecognition software in the past year"
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The software can be paired w/ #AR glasses to enable users to identify every person they saw, revealing not just their names but where they lived, what they did & whom they knew
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