I research disruptive technologies and their impact on business and society.
On April 30 I will publish a research report on The RIA In 2030.​​​​​​​​​​​​​​ I began my career in finance 40 years ago, as investment management expanded from institutional to retail investors, and now another seismic shift in the industry is taking place, driven by technological acceleration and demographic change.
This report, 18 months in the making, attempts to ask the right questions regarding how RIAs should prepare for the next 5 years, and provides some unexpected conclusions. More information is here.
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