Reblogged from Balance Financial Inc.: A great article caught our eye the other day over at www.Finextra.com.  It was an...

I was recently interviewed by BAI Banking Strategies on the evolving use of social media in banking and wealth management....

Reblogged from PandoDaily: Wealthfront is continuing its mission to upend the greedy, confusing, and cloistered world of financial management by...

(I originally wrote this as a guest post for the management consulting and strategic communications firm Beyond the Arc. You...

Another Finovate conference is in the books. The Best of Show winners included MoneyDesktop, one of the companies on my watch...

Reblogged from PandoDaily: Apple took the stage at the Yerba Buena Center for the Arts today to announce the new...

Concern about those who have been left behind in receiving financial services (“the unbanked” and “the underbanked” ) have been...

Reblogged from PandoDaily: Since there are so many buzzwords in tech, I figured it was time someone made a handy...

Reblogged from PandoDaily: Some day – maybe not this century, maybe not this millennium, but some day – Microsoft, IBM,...

I wrote a piece for the popular fintech blog netbanker yesterday on how high tech and high touch are converging in...