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The Peloton

Our blog focuses on innovation in financial services, digital disruption, and fintech.

Online dating has proved that the barriers to meeting a new companion are now minimal and there’s no reason to stay in an unfulfilling relationship, whether romantic or financial. If investors can easily find a new companion, managers must understand that their clients are more at risk than ever.

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Our latest briefing details the introduction of Overstock's new robo advisor, which is a preview of competing with Amazon.

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Our latest briefing channels the second Rocky film in discussing Facebook's proposed changes and suggests three ways that investment managers should respond.

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A proposed New Year's resolution for those in financial services is to leave behind the lazy narrative that only millennials use apps or conduct online research

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Bloomberg's article 'Robots Are Coming for These Wall Street Jobs' elicited visceral responses that lacked the foresight to see the resulting opportunities.

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Our latest briefing reviews a recent study about the investment management industry by the World Economic Forum and looks to Adam Grant's new book for answers.

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Our latest briefing discusses why investment managers should consider Kahneman’s book Thinking, Fast and Slow when developing their next product campaign.

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Investment managers must utilize attribution reporting and peer analysis to help decipher The Signal and the Noise within their content marketing strategy.

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Opal's Family Office and Private Wealth Management Forum raised an important question: what will have a greater impact on RIAs, interest rates or blockchain?

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Investment managers have the same choice as Neo in The Matrix: take the blue pill for blissful ignorance or the red pill for the harsh realities of the truth.

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