Jay Shah

Humans, Technology and Better Financial Lives

Humans, Technology and Better Financial Lives

Today’s investor has more options than ever when it comes to financial advice — apps, advisors, brokers, robos, blogs … the list goes on. And in an era where traditional brokerage and advisory firms are adding technology, and new contenders like...
Beneath the Surface: What You Might Be Losing to Hidden Fees

Beneath the Surface: What You Might Be Losing to Hidden Fees

Paying your financial advisor an annual fee of two to three percent seems harmless. However, that seemingly small difference could crush your portfolio. Compounded over a lifetime, those percentages can add up to hundreds of thousands of dollars —...
New Survey: How Affluent Americans Handle Family Finances

New Survey: How Affluent Americans Handle Family Finances

Today we’re excited to share with you the results from our most recent survey breaking down how affluent American families handle their finances. We commissioned the Affluent Family Finances Survey through ORC International, which surveyed 1,001 parents in...
Report: Americans Struggle to Trust Financial Service Providers

Report: Americans Struggle to Trust Financial Service Providers

When it comes to financial services providers, many Americans don’t necessarily associate them with trust. Recently, we’ve witnessed Big Banks like Wells Fargo and CitiBank making headlines for opening millions of fraudulent accounts (in the case of the...