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For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring for digital protection. Advice on the defense against social media attacks, the selling of information on
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The Wealth Management Industry is in the midst of massive demographic change. Business models are evolving, old entrants are retiring or merging, technology is leveling the playing field. As a result, clients are demanding more
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JOHN FICHTHORN, now a two-time “Wealth Actually” interviewee, joins the podcast to discuss his new documentary, “Gaming Wall Street”. Directed by Tobias Deml, the two-part documentary debuts on March
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Welcome Back to the Wealth Actually Podcast- This episode marks a big milestone. We have hit the 100th EPISODE. I was pleasantly surprised to see that we have been downloaded in all 50 states and 114 countries. A big
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Life insurance is one of the core tools in wealth management. It replaces income for families, funds the payment of estate taxes, and, given its tax advantages, can serve as an investment vehicle. However, the culture of life
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This latest podcast is special because it harkens back to 2000 when I wrote a paper in law school about the use of securitizations to disrupt the music industry. I mused about the disruption of the music industry and the
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Here is sneak peak of my podcast with David Pullman- in this outtake, we talk about his experience with David Bowie and how the song “Fame” represented a major pivot in Bowie’s career AND Pullman’s! A fascinating tidbit
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GRIFFIN BRIDGERS wears two hats – estate planning attorney, and content creator. He is a partner with the law firm of HUTCHINS & ASSOCIATES in Denver, Colorado, and also is piloting a fledgling media venture
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The LGBTQ+ community has always been an important part of American fabric. But it’s only in last two decades that society, the law and the financial services industry have started to catch up to the community’s unique
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For many wealthy families, concentrated liquid investment positions present special types of issues. More often than not, a diversification plan for a position that has been built up over decades, is relegated to a 5 minute
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I think direct indexing is going to be a major innovation in the world of wealth and asset management. It will help the RIA and wealth management world deliver on the promise of financial planning. It will also help rationalize
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In this episode, we talk about the importance of estate planning, jurisdictional arbitrage and some war stories in the wealth management field.
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Need to know more about how behavioral finance concepts work in practice? Watch the below video . . . . I was on an interesting twitter discussion about the best behavioral finance books out there. The usual suspects came up:
February 5, 2021 •
Blog, Dangerously Uninformed Commentary, Entertainment, Entrepreneurs, Finance & Economics, Financial Essentials, Guest Opinions, Psychology, Stunning Video, Worth Reading and Watching • Views: 1128
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I have been looking though my old files and found this interview I did around the launch of my book back in August of 2018. David Grasso had me on a Facebook live forum which was great fun (and David couldn’t have been a
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Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising
