April is financial literacy month in the US so we thought we’d share some data and thoughts.

Josh BookApril 2, 2019

Great discussion about innovations in wealth management on the "Bridging the Gap" podcast

Check out our CEO Josh Book chatting with Wela CEO/Co-Founder Matt Reiner about innovation, data, consumer insights, business models and more in the wealth management space on the Bridging the Gap podcast.

Josh BookMarch 4, 2019

Learnings from over 3 years of studying the digital wealth advice category

Truly “disruptive” businesses are breaking down barriers among traditional wealth management delivery options to meaningfully understand and serve consumers.

Josh BookFebruary 21, 2019Comment

All Is Not As It Seems - New Data From ParameterInsights

Human Touch Narrowly Leads Reporting Options and UX as Drivers of Satisfaction for Digital Wealth Consumers.

Josh BookDecember 4, 2018digital wealth services, wealth management, fintech Comment

No Fees, All Service: The Changing Landscape of Online Discount Brokerages

The race to zero fee commissions: The changing landscape of online discount brokerages - New Research Coverage from ParameterInsights

Josh BookNovember 30, 2018wealth management, investing, discount brokerage

Caught at a Crossroads: Consumers see more technology pathways in their financial future but aren’t clear on which road to take

According to new consumer research at ParameterInsights, consumers see more technology pathways in their financial future but aren’t clear on which road to take.

Josh BookJuly 26, 2018