What Is a Family Office?

My last blog post was about the rise of wealth in India, specifically among the super wealthy. Several people reached … More

The Future of WealthTech

Over the past 18 months I’ve been hearing more and more people talk about WealthTech, which is short for wealth … More

Which Index Fund?

Over the past few months, several people have reached out to me with questions about investing in the stock market. … More

Account Aggregator 101

Since the official launch of Account Aggregator (AA) in September 2021, much has been written about what it can do. … More