heirs

My Prediction about the Future Advisor

My Prediction about the Future Advisor

During the late 80s, I worked on Wall Street for Drexel Burnham Lambert.  I remember the investor intermediaries were then called “Stock Brokers” or “Brokers.” The Broker’s value proposition was access to information and the execution of trades.  I remember the Brokers walking over to a wall that had a see-through tubing system that ran

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Reflections of a NextGen’er

Reflections of a NextGen’er

After delivering the morning keynote at Invesco’s Investment Symposium today, my O’hare-bound Uber drove past the Intercontinental Hotel, which flashed a memory from my past. Twenty years ago, I attended a family foundation conference at that hotel. I laughed to myself, thinking the name tag I wore that week should have read “Help me. I’m

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