Future of FinTech: Millennials and the Great Wealth Transfer

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I had a really nice time speaking on a panel the other day with my friend Julie VerHage (Bloomberg), Betterment founder Jon Stein and LearnVest founder John Gardner. We discuss the challenges and triumphs of the FinTech space along with some inside baseball stuff about integrating products into banks and brokerages that were built in another era.

As a side note, I know I look very puffy here. I assure you, I’m not usually so puffed up. I think what probably happened was I had Japanese food at lunch that day and all the soy sauce led to excess water retention by the time I took the stage. Also, I probably shouldn’t have said any of this because now you’re going to spend the whole time focusing on my puffiness instead of the content itself, which is really interesting stuff I think.

Oh well, it is what it is.

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