Matt Ober of Social Leverage breaks down how advisors, alternative assets and new access rules are reshaping wealth management — and what it means for the next wave of investors.
Read MoreAlex Lazarow highlights the critical need for a well-structured transition plan to navigate the impending "silver tsunami." He also explores four key business models poised to address this demographic shift.
Read MoreThe Financial Revolutionist is weekly newsletter and blog focused on the torrid pace of financial innovation. Today, thanks to the exponential rate of technological change, explosion in global trade and new regulations ushered in by the Great Financial Crisis, a new financial revolution is under way. In this battle, virtually every aspect of the greater financial services sector is subject to rigorous challenge. With the Financial Revolutionist, we are aspiring to create a boots-on-the-ground and highly opinionated assessment of important financial innovation developments in the past week.
