The Wealth Management Industry Is About to Get AI’d.

I have spent 30+ years in technology. I have seen multiple waves of disruption: the internet, mobile, cloud, SaaS. Each … More

The Tweet That Broke My Timeline (And It Wasn’t a Ferrari)

If you know me, you know I’d rather be writing about a $38.5 million Ferrari or the latest Concours d’Elegance. … More

Transforming Wealth Management with AI Tools

In the world of AI, everything is cool until it hits your area of expertise. I saw the recent announcement … More

The $38.5 Million Car: When Passion Becomes a Non-Traditional Asset Class

Excuse me while I blog about what I love and not give a damn about current topics, SEO or even … More

The Rise of the Uber-Rich: India’s $2.7 Trillion Moment

I was recently diving into a detailed report from Bernstein about the state of wealth in India, and one number … More