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platform-architecture
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Insights
The 5-Month and $5M Button
Why the real constraint on wealth management innovation is not the front end — it is everything beneath it
platform-architecture product-strategy wealthtech
The Knowledge Gap in AI Finance Tools
Workflow automation and domain knowledge are two different layers in AI-assisted finance. Most teams are building one. Almost nobody is building both.
applied-ai platform-architecture systems-thinking
Experiments with AI
The progress AI has made in a past few months is astonishing. Thinking back a year or two, it was just a toy to use for fun language games.
applied-ai product-strategy platform-architecture
Vanguard, Wealthfront, and the Fight for the Future of Retirement
For the average investor, investing in the stock market is pretty similar now to the 1950’s — it’s faster and cheaper, but not too different.
wealthtech product-strategy platform-architecture