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IS THERE A FUTURE FOR FINANCIAL ADVISORS?
Bill Bachrach
Chairman & CEO, Bachrach & Associates, Inc.
Ric Edelman
Chairman & CEO of Edelman Financial Services
Diane Francis
Author, Broadcaster, Journalist, University Lecturer, Corporate Director
Decades ago, most individual investors hired experts to advise them on trades and execute transactions.
Tomorrow’s technology will give the same advice, make the same transactions, and do it all for pennies on the dollar.
Does the world still require financial advisors? Bill Bachrach and Ric Edelman believe they’re more important than ever.
Two of the industry’s most successful entrepreneurs will talk candidly about financial advising in the age of AI and other disruptive technologies.
Bachrach is in the Financial Planning Magazine Hall of Fame. He’s a respected speaker and author who coaches financial advisors from around the world.
Edelman is chairman and CEO of Edelman Financial Services and has been named Barron’s top independent financial advisor three times. He’s also a best-selling author and the host of popular radio and television shows.
Moderator Diane Francis is a noted journalist Diane Francis known for interviews with CEOs and world leaders. Her work has been featured in the Wall Street Journal, Washington Post, Daily Beast, Politico, Miami Herald, and the New York Post.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
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David Pinkerton Photography | Facebook
Local financial advisor who was in need of portraits for a new website.
Strobist: Paul C. Buff Einstein in 22" silver HOBD with white diffusion sock camera right; SB-800 on floor pointed at wall. Einstein fired by Cyber Commander. SB's fired in SU-4 mode.
Fireside Chat: Millennials & Exponential Finance - Max Levchin, Founder & CEO, Affirm, President & CEO, HVF Labs
Traditional financial institutions are not equipped to meet the needs of millennials, the largest consumer generation in history.
Millennials demand agility, transparency and responsiveness, all in short supply in traditional financial services. They demand alternatives, and Max Levchin aims to provide them.
Levchin helped found Paypal, a hugely disruptive force on the banking scene. Now he’s leading a new financial services company, Affirm, that extends credit for members to use with participating merchants.
Join Levchin as he predicts the future of exponential banking and outlines what institutions must do to adapt to live in the exponential millennial’s world.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
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Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Exponential Finance | Second Day & Conference Wrap-up, with Audience Q&A, Salim Ismail
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Rise of the Robots, Rob Nail, Associate Founder and CEO, Singularity University; (Demo) Marco Mascorro.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Fireside Chat: Millennials & Exponential Finance - Max Levchin, Founder & CEO, Affirm, President & CEO, HVF Labs
Traditional financial institutions are not equipped to meet the needs of millennials, the largest consumer generation in history.
Millennials demand agility, transparency and responsiveness, all in short supply in traditional financial services. They demand alternatives, and Max Levchin aims to provide them.
Levchin helped found Paypal, a hugely disruptive force on the banking scene. Now he’s leading a new financial services company, Affirm, that extends credit for members to use with participating merchants.
Join Levchin as he predicts the future of exponential banking and outlines what institutions must do to adapt to live in the exponential millennial’s world.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Security & Privacy - Marc Goodman Founder, Future Crimes Institute Chair of Policy, Law & Ethics at SU
The digitally fueled “new economy” is just arriving now — in utterly unexpected ways. Social media, maker culture, sensors and even the 2008 market crash are merely local phenomena in a much larger shift.
In this session, Paul Saffo explains why a dying consumer economy built on consumption is being displaced by a creator economy built on mass engagement. Events today will shape the economic landscape for decades to come. The result will be maddening uncertainty for incumbents – and vast opportunities for innovators.
Saffo is a forecaster who specializes in the dynamics of large-scale, long-term change. He teaches at Stanford and chairs the Future Studies and Forecasting track at Singularity University.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Rise of the Robots, Rob Nail, Associate Founder and CEO, Singularity University; (Demo) Marco Mascorro.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Masin Misko
4827 Pioneers Blvd # B
Lincoln, NE 68506-5357
(402) 486-4206
Toll Free: 866-292-7777
Masin Misko is the premier Nebraska Financial Advisor. They specialize in IRA Rollovers, 401 K Rollovers, Alternative Investments, Real Estate Investments and Insurance.
Fireside Chat: Millennials & Exponential Finance - Max Levchin, Founder & CEO, Affirm, President & CEO, HVF Labs
Traditional financial institutions are not equipped to meet the needs of millennials, the largest consumer generation in history.
Millennials demand agility, transparency and responsiveness, all in short supply in traditional financial services. They demand alternatives, and Max Levchin aims to provide them.
Levchin helped found Paypal, a hugely disruptive force on the banking scene. Now he’s leading a new financial services company, Affirm, that extends credit for members to use with participating merchants.
Join Levchin as he predicts the future of exponential banking and outlines what institutions must do to adapt to live in the exponential millennial’s world.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Masin Misko
4827 Pioneers Blvd # B
Lincoln, NE 68506-5357
(402) 486-4206
Toll Free: 866-292-7777
Masin Misko is the premier Nebraska Financial Advisor. They specialize in IRA Rollovers, 401 K Rollovers, Alternative Investments, Real Estate Investments and Insurance.
Investing in the Exponential World, Victoria VysotinaFounder & CEO, V V Strategic Group LLC
Even experienced investors struggle to understand disruptive technologies. They offer incredible opportunity for growth, but how do you vet this new breed of company? And how are accelerating innovations transforming the investing process?
Join Dr. Victoria Vysotina as she guides investors through this challenging and exciting landscape. Dr. Vysotina will offer strategies for success, highlight new tools for analysis, and share techniques for managing large amounts of capital. She’ll also teach investors how to differentiate themselves in this new environment.
With more than two decades of experience in capital markets and investment management, Dr. Vysotina is founder and CEO of boutique investment firm VV Strategic Group.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Blockchain: The Financial Challenge of Our Time, Blythe Masters, CEO Digital Asset Holdings.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Exponential Finance | XCS Challenge Final Round
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Fireside Chat: Millennials & Exponential Finance - Max Levchin, Founder & CEO, Affirm, President & CEO, HVF Labs
Traditional financial institutions are not equipped to meet the needs of millennials, the largest consumer generation in history.
Millennials demand agility, transparency and responsiveness, all in short supply in traditional financial services. They demand alternatives, and Max Levchin aims to provide them.
Levchin helped found Paypal, a hugely disruptive force on the banking scene. Now he’s leading a new financial services company, Affirm, that extends credit for members to use with participating merchants.
Join Levchin as he predicts the future of exponential banking and outlines what institutions must do to adapt to live in the exponential millennial’s world.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Commonwealth Bank Reverse Mortgage - SeniorsFirst is the Australia based reverse mortgage broker which assist the senior citizens to get the Perfect value of their home and property. Seniors First is the popular reverse mortgage broker in Australia provides the loan for pensioners and aged people in Australia. @ www.seniorsfirst.com.au/
Masin Misko
4827 Pioneers Blvd # B
Lincoln, NE 68506-5357
(402) 486-4206
Toll Free: 866-292-7777
Masin Misko is the premier Nebraska Financial Advisor. They specialize in IRA Rollovers, 401 K Rollovers, Alternative Investments, Real Estate Investments and Insurance.
Exponential Finance | XCS Challenge Final Round
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Exponential Finance | XCS Challenge Final Round
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
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Our Candidates use a unique resume style that showcases "What I Can Do For You" and makes it easy for our Clients to "figure them out"
Health & Medicine, Daniel Kraft, Executive Director, Exponential Medicine. Bob Pisani, Editor, CNBC "On-Air-Stocks".
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Security & Privacy - Marc Goodman Founder, Future Crimes Institute Chair of Policy, Law & Ethics at SU
The digitally fueled “new economy” is just arriving now — in utterly unexpected ways. Social media, maker culture, sensors and even the 2008 market crash are merely local phenomena in a much larger shift.
In this session, Paul Saffo explains why a dying consumer economy built on consumption is being displaced by a creator economy built on mass engagement. Events today will shape the economic landscape for decades to come. The result will be maddening uncertainty for incumbents – and vast opportunities for innovators.
Saffo is a forecaster who specializes in the dynamics of large-scale, long-term change. He teaches at Stanford and chairs the Future Studies and Forecasting track at Singularity University.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Exponential Finance | Bank Futurists: Who Is Bringing Change from the Inside? Gavin Michael, Linda Mantia, Bob Pisani
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
IS THERE A FUTURE FOR FINANCIAL ADVISORS?
Bill Bachrach
Chairman & CEO, Bachrach & Associates, Inc.
Ric Edelman
Chairman & CEO of Edelman Financial Services
Diane Francis
Author, Broadcaster, Journalist, University Lecturer, Corporate Director
Decades ago, most individual investors hired experts to advise them on trades and execute transactions.
Tomorrow’s technology will give the same advice, make the same transactions, and do it all for pennies on the dollar.
Does the world still require financial advisors? Bill Bachrach and Ric Edelman believe they’re more important than ever.
Two of the industry’s most successful entrepreneurs will talk candidly about financial advising in the age of AI and other disruptive technologies.
Bachrach is in the Financial Planning Magazine Hall of Fame. He’s a respected speaker and author who coaches financial advisors from around the world.
Edelman is chairman and CEO of Edelman Financial Services and has been named Barron’s top independent financial advisor three times. He’s also a best-selling author and the host of popular radio and television shows.
Moderator Diane Francis is a noted journalist Diane Francis known for interviews with CEOs and world leaders. Her work has been featured in the Wall Street Journal, Washington Post, Daily Beast, Politico, Miami Herald, and the New York Post.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
If you're dealing with a #PropertyDivision 🏠 dispute, having someone by your side who knows the ropes is crucial. I realize this process can be stressful, but I am committed to pursuing a fair and equitable distribution of assets on your behalf.
Contact:
📍 1615 Forum Place #3a, West Palm Beach, FL 33401
📞 (561) 898-0633
✉️ steve.winig@winiglaw.com
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Best Mutual Funds in India are those which keep your funds secure. The best mutual fund to invest is the ones which have been showing rising trends consistently. Mutual Funds are the safest way of growing your investment.
www.financialadvisors.co.in/mutual-funds-investments-indi...
Masin Misko
4827 Pioneers Blvd # B
Lincoln, NE 68506-5357
(402) 486-4206
Toll Free: 866-292-7777
Masin Misko is the premier Nebraska Financial Advisor. They specialize in IRA Rollovers, 401 K Rollovers, Alternative Investments, Real Estate Investments and Insurance.
A Conversation with Ray Kurzweil, Cofounder and Chancellor, Singularity University; Bob Pisani, Editor, CNBC "On-Air-Stocks".
Settle in for a chat with the fascinating Ray Kurzweil, one the world’s leading inventors, thinkers and futurists.
Described as a “restless genius” by The Wall Street Journal, Kurzweil will BEAM in using a telepresence device for a talk with CNBC reporter Bob Pisani about his latest projects, as well as the latest exponential research and innovations that he finds most promising.
Kurzweil is a director of engineering at Google, where he leads a team working to develop machine intelligence. He’s also a best-selling author, inventor and recipient of the National Medal of Technology and Innovation.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
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Videos: xfin.co/videos
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We helps you to find best mutual funds investments options in India. Choose best mutual fund to invest with the help of our experienced consultants serve you in Noida, Gurgaon, Bangalore, Pune, Delhi, Mumbai & India.
www.financialadvisors.co.in/mutual-funds-investments-indi...
Exponential Finance | Second Day & Conference Wrap-up, with Audience Q&A, Salim Ismail
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Exponential "What Ifs" Daniel Nadler, CEO, Kensho; Bob Pisani, Editor CNBC "On-Air-Stocks"
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Exponential Finance | Second Day & Conference Wrap-up, with Audience Q&A, Salim Ismail
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Blockchain: The Financial Challenge of Our Time, Blythe Masters, CEO Digital Asset Holdings.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Exponential Finance | XCS Challenge Final Round
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Exponential Finance | Second Day & Conference Wrap-up, with Audience Q&A, Salim Ismail
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
A woman in a suit and pearls who is a financial advisor. You can be too if you want. It's not as hard as you would think. newfinancialadvisorjobs.com/ In fact you don't necessarily need a 4 year degree. Who'd have thought it?
Investing in the Exponential World, Victoria VysotinaFounder & CEO, V V Strategic Group LLC
Even experienced investors struggle to understand disruptive technologies. They offer incredible opportunity for growth, but how do you vet this new breed of company? And how are accelerating innovations transforming the investing process?
Join Dr. Victoria Vysotina as she guides investors through this challenging and exciting landscape. Dr. Vysotina will offer strategies for success, highlight new tools for analysis, and share techniques for managing large amounts of capital. She’ll also teach investors how to differentiate themselves in this new environment.
With more than two decades of experience in capital markets and investment management, Dr. Vysotina is founder and CEO of boutique investment firm VV Strategic Group.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
This is my secretary/care giver/traveling companion/wife/bookkeeper/financial advisor/housekeeper/sweetheart. She is sitting in a chair that was intended for Roman nobility.
A Conversation with Ray Kurzweil, Cofounder and Chancellor, Singularity University; Bob Pisani, Editor, CNBC "On-Air-Stocks".
Settle in for a chat with the fascinating Ray Kurzweil, one the world’s leading inventors, thinkers and futurists.
Described as a “restless genius” by The Wall Street Journal, Kurzweil will BEAM in using a telepresence device for a talk with CNBC reporter Bob Pisani about his latest projects, as well as the latest exponential research and innovations that he finds most promising.
Kurzweil is a director of engineering at Google, where he leads a team working to develop machine intelligence. He’s also a best-selling author, inventor and recipient of the National Medal of Technology and Innovation.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Exponential Finance | XCS Challenge Final Round
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL:
Financial planning provides direction and meaning to financial decisions. It allows the client to understand how each financial decision they make affects other areas of their finances.
Exponential Finance is a two-day conference by CNBC and Singularity University that brings together top experts to inform financial services leaders how technology is impacting business.
CONNECT:
Web: www.xfin.co
Partners: xfin.co/partners
Program: xfin.co/2015-program
MEDIA:
Videos: xfin.co/videos
Photos: xfin.co/photos
SOCIAL: