Release v0.1364: Building the Most Engaging Financial Technology Platform

OpenFieldBook's Vision for Advisor-Client Engagement during the era of A/I augmentation

A few years ago, I thought robo-advisors would dominate the investment advice landscape.

At that time the idea seemed intuitive.

The dirty little secret of investment management is that most advisors really only have one investment model—or one opinion on the direction of the markets and economy—and build out and around the edges, from that one model, to …