I write about fintech, business and beverages

Joined October 2009
"A sea of sameness..." Here's a situation I've discussed with several of my clients: AI needs to be used in the right situations, by the right people, for the right job.
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With a massive transfer of money to younger generations looming, a new report says the financial services industry needs to change how it connects with Gen Z and millennials. By Francesca Maglione from @business spr.ly/6018i9YUk
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I love this turn of phrase from David: "A rising dollar boosts Americans’ relative purchasing power by making imports cheaper. At the same time, it generally hurts exports—except the type who carry luggage." wsj.com/articles/us-dollar-s…
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“Think about how you would introduce your brand to a room of strangers.” 💡 Nice piece on marketing strategy from TradePMR tradepmr.com/blog/tell-a-bet…
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Sam Steinberger retweeted
By automating repetitive tasks, wealth managers within the bank have time to connect with clients and grow new business segments.bit.ly/3zc14Li
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Sam Steinberger retweeted
TradePMR Signs Top Technologist Jon Patullo | t3 Technology Hub shar.es/agtqZR
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It's time! Tomorrow (March 29) I'm launching Officium, a monthly newsletter for and about family offices. Every issue will include exclusive reporting, curated news stories from @iimag and other publications, FO jobs, and more! Subscribe here: confirmsubscription.com/h/d/…
Sharing some exciting @iimag / family office news this afternoon! Keep an eye out...
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Sam Steinberger retweeted
Bruh The SEC didn’t have 2FA
We can confirm that the account @SECGov was compromised and we have completed a preliminary investigation. Based on our investigation, the compromise was not due to any breach of X’s systems, but rather due to an unidentified individual obtaining control over a phone number associated with the @SECGov account through a third party. We can also confirm that the account did not have two-factor authentication enabled at the time the account was compromised. We encourage all users to enable this extra layer of security. More information and tips on how to keep your account secure can be found in our Help Center: help.x.com/en/safety-and-sec…
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Future Proof plants its flag in the advisor industry event circuit; in its second year, the conference attracted almost 3,000 attendees, nearly double last year’s attendance buff.ly/3LD44UC #InvestmentNews @ryanWneal @FutureProofAC
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Sam Steinberger retweeted
Scoop for @CitywireRIA — RIA tech giant Orion Advisor Solutions plans to hire AssetMark CEO Natalie Wolfsen as its chief executive, according to a source with knowledge of the situation: citywire.com/ria/news/orion-…
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Yeesh
It's just a day full of bad financial stuff. This afternoon's exhibit, a 401(k) plan's vesting and matching:
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Hey this is pretty cool! It's a book club for advisors + conversations with the book's author
Intention.ly & Friends Book Club in the news: bwnews.pr/3MCO1Y6 Check out the full story for insights from @kdubs_waltrich & @tinacpowell, & don’t forget to register for our first meeting with @WadePfau, 4/12 @ 3 PM!: bit.ly/3UvgYY6
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Sam Steinberger retweeted
Insurance fintech Modern Life adds long-term care products to its menu of insurance for financial advisors buff.ly/439T487 #InvestmentNews @ryanWneal #fintechnews #insurancenews
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