Welcome to a new point of view
Our perspective
Ask simple questions. Explore difficult answers.
Our approach inverts the core assumptions to provide a different perspective.
What happens when...
Business models change
Financial advisors exclusively provide financial advice
Needs change
Advice moves to platformless solutions. Information is the architecture - and data is free
Switching costs are eliminated
Data and information drive continuous optimization
Accountability changes
Those who hold themselves out as fiduciaries or acting in clients' best interest are litigated to the standard they represent