Press and Writing

One of the best ways to learn and get feedback is to put your thinking into the public sphere. I publish a regular Fintech series on LinkedIn (over 100 entries here). 

I have also been fortunate to contribute to over a thousand articles in publications including the WSJ, New York Times, Bloomberg, the Financial Times through thought leadership and by building key data about an industry (i.e., number of crypto funds and ICO fund-raising). For specific fintech themes (e.g., crypto, roboadvice, digital banking), trade press such as American Banker, Investment News, Wealth Management, Financial Planning, Coindesk, Coin Telegraph, and the Block provide the best destinations. My work has also been cited by the US Treasury, the UK Financial Conduct Authority, Ernst & Young, Deloitte, Morgan Stanley, and others. Below is an attempt to collate some of it.






Regulated Crypto Custody Is Almost Here
June 2018

ICOs Alive And Well As Crypto Startups Go After Wealthy Buyers
February 2019

Hottest Cryptocurrency Rekindles Memories Of Bitcoin Bubble
January 2019

Crypto Market Crash Is Causing Startups To Shutter Operations
December 2018

Bitcoin Miner Consolidation Increases Risk Of More Crypto Mayhem
December 2018

Bitcoin Cash Clash Is Costing Billions With No End In Sight
November 2018

Satoshi Vs Bitcoin Jesus Bitcoin Cash Battle Turns Personal
November 2018

How Much Have Token Sales Raised In 2018 Depends On Who You Ask
November 2018

Bitcoin Trades At 300 Premium On Controversial Crypto Exchange
October 2018

Crypto Exchanges Embrace Controversial Practices As Demand Eases
September 2018

Crypto Bulls Pile Into ICOs At Record Pace Despite Bitcoin Rout
August 2018

Ether Tumbles As Concern Increases That ICOs Are Cashing Out
August 2018

Gambling Apps Surpass Cryptokitties As Blockchain Money Maker
August 2018

Token Sales Turn Exclusive As Private Investors Snatch Up Deals
August 2018

Crypto Bulls Pile Into Icos At Record Pace Despite Bitcoin Rout
August 2018

Up To Two Thirds Of Bitcoin Transactions Have No Economic Value
July 2018

Crypto Heist Insurance Fat Premiums Lots Of Underwriting Risk
July 2018

Ritholtz Reads: Shattered Illusions, Soccer Powers And Threats
July 2018

Crypto Coin Graveyard Fills Up Fast As ICOs Meet Their Demise
June 2018

Crypto Influencers Pump Up Markets With $105000 A Pop Tweets
June 2018

Blockchains Talking To Each Other Gives Hope To Crypto Diehards
June 2018

Forget Airline Miles Crypto Coins Are Coming To Reward Programs
June 2018

Cryptocurrency Attacks Are Rising As Rouge Miners Exploit Flaw
May 2018

Crypto Scammers Hijacked Our Twitter Profiles To Get Ether Coins
May 2018

Four Harvard Students Jump On The Crypto Hedge Fund Bandwagon
April 2018

Crypto Exchanges Charge Millions To List Tokens Autonomous Says
April 2018

Crypto Hedge Fund Bubble Begins To Deflate As Returns Tumble
March 2018

Crypto Billionaire Trading King Has Suddenly Run Into Problems
March 2018

Beating Bitcoin Requires Alt Coin Traders To Mind Correlations
February 2018

Cryptocurrency Markets Are Juicy Targets For Hackers Timeline
January 2018

Hackers Have Walked Off With About 14 Of Big Digital Currencies
January 2018

Kodak CEO Plans To Seize Blockchain Moment And Win Over Skeptics
January 2018

Singapore's Kit Trading Raising Money For Crypto Arbitrage Fund
January 2018

Bitcoin Loses Some Dazzle As Second Tier Crypto Coins Catch Up
January 2018

Initial Coin Offerings Surpass 4 Billion Despite Sec Warnings
December 2017

Hey Google Am I Diversified Why Fidelity Fears Silicon Valley
December 2017

Pot Stocks Yesterday's News As Canada Gripped By Bitcoin Fever
December 2017

Remember Tamagotchi: Hedge Fund Platforms Fear Bitcoin Is A Fad
November 2017

Mike Novogratz Says Bitcoin Will End The Year At $10000
November 2017

Three Fourth Of Digital Tokens Are Riskier Than You Realized
November 2017

Crypto Fund Of Funds Emerges As Digital Coin Sector Explodes
October 2017

Digital Token Returns Prove Fleeting After Euphoria Wears Off
October 2017

JPmorgan Is No Match For Google In One Analyst's Fintech Ranking
October 2017

Hedge Funds Flip ICOs Leaving Other Investors Holding The Bag
October 2017

Bankers Ditch Fat Salaries To Chase Digital Currency Riches
July 2017

Ethereum Co Founder Says Crypto Coin Market Is Ticking Time Bomb
July 2017




America Two Sigma Ventures Backs Cryptocurrency Security Startup Trustology
December 2018

America Analysis Bitcoin For Payments A Distant Dream As Usage Dries Up
November 2018

In Crackdown Of Crypto Sec Goes After Unregistered Coin Offerings
November 2018

Circles Head Scratching Deals Take Shape As Cryptocurrency Bet
October 2018

Hacked Scammed And On Your Own Navigating Cryptocurrency Wild West
October 2018

Crypto Leaders To Congress Figure Out Regulation Or Innovation
September 2018

Lawmakers Venture Capitalists And Crypto Companies Descend On On Capitol Hill To Debate Regulation
September 2018

A New Generation Puts Its Trust In Tech Over Traditional Banks
September 2018

Ether Was Hyped As The Better More Useful Version Of Bitcoin But Some Investors Have Run Out Of Patience
September 2018

Overstock CEO Sells 10 Percent Of Shares But Warns Investors In A Bizarre Letter Not To Be Alarmed
September 2018

State Regulators Expand Operation Crypto Sweep To 200 Initial Coin Offering
August 2018

Union Square Ventures Is Doubling Down On Crypto
June 2018

Nasdaq CEO Says ICOs Are Taking Advantage Of Retail Investors
June 2018

Geopolitical Analyst George Friedman Says Blockchain Will Become Obsolete
June 2018

Coinbase Bets Big On Institutional Investors.Html
May 2018

Investors Buy Bitcoin Against Advisors Advice
May 2018

Investors Have Placed 1 Billion In Cryptocurrency Offerings Rampant With Red Flags For Fraud
May 2018

Blackrock Is Developing Tools To Spur Millennial And Gen Z Investing
May 2018

SEC Official Urges Caution On ICOs
May 2018

Micro Investing Lets You Build Wealth A Few Dollars At A Time
April 2018

Microinvesting Builds Wealth A Few Dollars At A Time.Html
April 2018

Another Goldman Exec Dumps Wall Street For Crypto World
April 2018

An Early Bitcoin Pioneer Predicts How The Blockchain Will Change Banking
March 2018

Congressional Hearing Devolves Into Bitcoin Bash Fest
March 2018

SEC Subpoenas Techcrunch Founders Cryptofund Amid Broader Investigation Into Digital Coins
March 2018

Circle Acquisition Of Poloniex Is Just The Beginning Of Likely Consolidation In Crypto
February 2018

Pantera Crypto Blockchain Fund Lands Deutsche Veteran William Healy
February 2018

Bitcoin Recovering $10,000 Could Bring In New Buyers
February 2018

Number Of Crypto Hedge Funds Soars Amid Bitcoin Volatility
February 2018

Bitcoins January Struggles May Hold Clues For The Near Future
February 2018

Digital Currency Plunge May Be Healthy For Cryptocurrency Market
January 2018

SEC Halts One Of The Largest ICOs Ever
January 2018

Five Predictions For Digital Currencies In 2018
January 2018

Bitcoin Futures Launched On The CME
December 2017

Luna Coin Project Sell Your Genetic Data For Crypto Tokens
December 2017

Bitcoin Futures Launch On Two Reputable Exchanges Will Make Bitcoin Even More Popular
December 2017

Novogratz Worried Surging Bitcoin Price May Attract Government Regulation
December 2017

ICO Bubble Is Bursting Even As Bitcoin Price Rises
December 2017

This Chart Show Bitcoins Meteoric Rise Over The Last 6 Years
November 2017

CME Ceo Says Bitcoin Futures Will List Second Week In December
November 2017

Some Hedge Funds Now Focus Solely On Cryptocurrency
November 2017

There Are Now More Than 120 Hedge Funds Focused Solely On Bitcoin
October 2017

Overstock Com Goes For Largest Digital Coin Offer Ever At 500 Million
October 2017

Reuters America Cryptocurrency Hedge Funds Top 100 For First Time
October 2017

Wall Street Veterans Are Trickling Into Digital Asset Management
October 2017

What Is Bitcoin Exactly And Should I Invest In It
October 2017

Mike Novogratz Reportedly Planning 500 Million Digital Assets Fund
September 2017

Bitcoin Jumps To Record High Offshoot Bitcoin Cash Falls
August 2017

Filecoin To Run First Coinlist Based ICO
July 2017

Hot Digital Currency Trend Minting Millions Off Limits To Us Investors
July 2017

Sec Moves Closer To Taming Wild West Of Digital Currencies
July 2017

Ethereum Briefly Crashes 20 Percent To 7 Week Low Amid Worries About Rival Bitcoins Future
July 2017

Talking About My Millennial Generation And Money
November 2016

Robo-advisors solve challenges for the next generation of investors
December 2015


Halsey Minor Plans Videocoin ICO For New Cloud Video Processing Effort
January 2018

Once Big Banks Crack The Code Of How To Win Millennials Star Fintech Unicorns Will Be Crushed
January 2019

Bitcoin Price Bear Market Has Been A Blessing For This Bitcoin Trading Firms Booming New Business
August 2018

Bitcoin Fund Grayscale Record Inflows
July 2018

Steve Cohen Crypto Hedge Fund Autonomous Partners
July 2018

Bitcoin Price Is Making A Comeback
July 2018

Autonomous Next ICOs Absolutely And Unequivocally Slowing Down Despite EOS Raise
June 2018


Lmax Exchange Launches Cryptocurrency Exchange For Institutional Investors
May 2018

AB Built An Amazon Alexa For Wall Street
May 2018

Blocktower Poaching Goldman Sachs Employees For Crypto Hedge Fund
May 2018

Former Portfolio Manager At Point72 Setting Out To Launch Crypto Fund
April 2018

Thomson Reuters Finance Firms Considering Cryptocurrency
April 2018

Rockstars Cryptocurrencies Bitcoin Mainstream Financial Services
April 2018

A Bitcoin Trading Firm Just Opened Up A Lending Business And Its Going Gangbusters
March 2018

The Age Of The ICO Is Coming To An End Giving Way To A New Trend In Crypto
March 2018

Cryptocurrency Fund Bitwise Up By 50 In 4 Months
March 2018

Big Brother Is Tightening Its Grip
March 2018

The Top Financial Watchdog Is Going After The Ico Market With A Wave Of Subpoenas
March 2018

21 Year Old Raises 34 Million Build Anonymous Crypto Trading Platform
February 2018

Telegram Raising 12 Billion In A Blockbuster ICO
January 2018

Gambling Companies Biggest Presence ICO Market
January 2018

Ethereum Price Versus Bitcoin Price Crypto Expert Lex Sokolin
January 2018

Ethereum Founder Threatens To Leave If The Crypto Community Doesnt Grow Up
December 2017

Morgan Stanley On Financial Institutions Interest In Bitcoin
December 2017

ICO Funding Soars Above 4 Billion As Us Regulators Crack Down
December 2017

A Blockchain Tech Company Raised 425 Million In 2 Weeks In One Of The Easiest Fundraising Processes
December 2017

Bitcoin Cryptocurrency Value Digitization Of Everything Lex Sokolin
December 2017

Coinbase Going After Hedge Fund Money With New Cryptocurrency Security Platform 
November 2017

Bitcoin Trading Matures As Institutions Pour In
November 2017

Cryptocurrency Hedge Funds Top 100 For First Time
October 2017

ICO Mangrove Capital Average Returns
October 2017

Bitcoin Price Up Wall Street Just Getting Started
October 2017

Bitcoin Price Bubble Is Getting Novogratz Into Crypto 
September 2017

Bitcoin Price After Dimon Calls It A Fraud
September 2017

Bitcoin Cash Price Soaring
September 2017

Bitcoin Price Ethereum After China ICO Ban
September 2017

Bitcoin Price Surge Leads To Growth In Hedge Funds
August 2017

Messaging App Kik ICO
August 2017

Floyd Mayweather Promoting Hubii Network Ico Floyd Crypto Mayweather
August 2017

Mark Cuban Backs New Cryptocurrency Fund
August 2017

Rapper The Game Promoting Weed Company ICO
August 2017

Floyd Mayweather Jr Initial Coin Offering
August 2017

Bitcoin Ethereum Price ICOs May Go To Asia
July 2017

Ethereum ICO Hacked For 7 Million
July 2017

Ethereum Price Rise Could Help Bitcoin Mining
July 2017

Ethereum Price Sends Marketcap Sky High Vs Bitcoin Price Marketcap
July 2017






UBS Long Awaited Robo Advisor Has Launched
February 2018

Why Does Acorns Need More Funding
November 2018

Whats The Real Danger Of Robinhood To Wealth Management Incumbents
October 2018

Virtual Reality Games Being Tested For Wealth Management
May 2018

Alexa Von Tobels Learnvest Lost Brand Under Northwestern=
May 2018

Will M A Wave Follow Edelman And Financial Engines Big Splash
May 2018

Can Wealth Management Serve A Texting Only Client
March 2018

Cetera Advisor Group Ladenburg Upgrading Their Fintech
February 2018

Advisors Consider Amazon Jpmorgan And Berkshire Hathaway Health Care Plan
January 2018

Wealthfront 75M Fundraising Stirs Robo Debate
January 2018

Fidelity And Lincoln Collaborate On Tech Platform
December 2017

Apex Clearing Adds New Robo Firm
November 2017

Millennial Investing App Stash Crosses Into Banking
October 2017

Microinvesting Site Stash To Offer Banking Products
October 2017

How Amazons Alexa Will Upend Wealth Management
August 2017

Betterment Pares Down Service Tiers After Evaluation Rises To 800M
July 2017

Sofi Blends Online Student Loans And Low Cost Hybrid Robo Advice
May 2017

Blackrock Ubs Form Aladdin Partnership
May 2017

Goldman Sachs T Rowe Price Latest To Hit Robo Adviser Scene
March 2017

Why Its So Hard To Win Millennial Clients
March 2017

After Falling Behind In Digital Race Trizic Reboots Under New Ceo
March 2017

Merrill Lynch Boss Our Fas Dont See Robo Advisers As Competition
March 2017

Betterment Embraces Hybrid Robo Advice
January 2017

Raymond James To Put Robo In Advisers Hands Joining Digital Advice Race
January 2017

Rias Cast Wary Eye On Schwabs New Hybrid Digital Advice Plan
December 2016

Lpls New Ceo 2 Key Challenges Await
December 2016

A Warning From A Former Robo Advice Entrepreneur
November 2016

Wells Fargo And Sigfig Team Up On Robo Offering
November 2016

Wealthfronts Outspoken Ceo Steps Down Quietly
November 2016

Zacks Investment Jumps Into Robo Adviser Race
October 2016

Personal Capitals Growth Picks Up Speed
September 2016


Fidelity Investments Takes Another Leap Into The Future Enlisting Amazon To Turn Advisors Into Virtual Reality Avatars But Some Say Its Pie In The Sky
February 2019

How Shuang Chen Vaulted His 2015 Planning Start Up Into Moneyguidepro And Emoney Contention By Finding A Goldilocks Niche Neither Too Light Nor Too Heavy
February 2019

Nbcuniversal And Acorns Join Forces In 105 Million Mega Round In Play To Make Two Millennial Quagmires Into One Big Monetization Play
February 2019

Tiger Global Wealthfronts Owner Also Is Now Backing To The Hilt A 401K Robo Staffed By Wealthfront Alums Synergy Anyone
January 2019

When Steve Janachowskis Ria Hit The 1 Billion Wall He Started Hiring Women Execs And Talking Ma Now Hes At 17 Billion But Still Seeking To Validate His Strategy
December 2018

Wealthfront Throws Open Its Freemium Advice To Non Customers And Calls It Peerless Causing Critics To Yawn So What Else Is New
December 2018

As Principal Takes Robustwealth Reins The Looming Question Is Whether It Follows The Northwestern Learnvest Script Which Had A Depressing Final Scene
September 2018

Sigfig Tightens Its Lock Down On Ubss Digital Fate By Absorbing Its In House Robo Unit And 80 Employees But Its Weathering Storms On Other Fronts
September 2018

Betterment Turns To Ex Mint And Schwab Marketing Exec Donna Wells To Hack Back Copycat Robos And Make Its Brand A Household Name
July 2018

Mike Shas Robo Advisor Faced Tough Choices Until Two Wirehouses Offered Unique Partnerships And Maybe A New Business Model To Boot
June 2018

Mindful Of Snapchat Dynamic Blackrock Takes Big Acorns Stake After The Micro Robo Wins 22 Million Investors In 12 Months
May 2018

Why Exactly Northwestern Mutual Bought A Digital Darling For 250 Million Shut It Down Orphaned Its Customers And Declared Progress
May 2018

In Robo Ceo V Twitter Gadfly Battle It Was No Contest As Wealthfronts Andy Rachleff Does Ultimate Flip Flop Without Tweeting A Reply
April 2018

Betterment Reboots Its Ria Business Big Time With New Chief Acats For Etfs And The Ability To Fold Existing Holdings Into Robo Portfolios
March 2018

Td Ameritrade Brings Tears And Cheers To Rias In Orando
February 2018

With Hedge Fund Help Andy Rachleff Buys Wealthfront 75 Million Of Time And Swaps Out Robo Advisor Moniker He Reviles For His Own Coinage
January 2018

Vanguard Group Makes 115 Trillion Aum Bet On Blockchain Technology That Eliminates Giant Daily Manual Process
December 2017

Robo Advisors Hit Lull In Everything But Vc Backing As Reality Fragments Their Identity
December 2017

Us Bancorp Venture Uses 26 Trillion Running Start In Bid To Become The Supermarket Of Fund Supermarkets With Analysts Seeing Threat To Pershing And Other Clearing Giants
October 2017

Exploding To Near 24 Billion Of Assets Under Automation Schwab Creates Robo Exec Slot And Fills It With Ex Betterment Unit Chief
October 2017

Power Player Jon Steins Betterment As The Next Amazon Braggadocio May Distract From Stealth Ipo Moves And More Surgical Use Of Humans
August 2017

Wealthfront Nixes Apex Clearing And Explains It As Step In Ridding Semi Manual Processes And Disjointed Systems
May 2017

After Vc Personally Supplants Ceo Trizic Raises 33 Million Signs Online Octopus And Begins To Shed Perception That It Squandered A Lead
April 2017

As Acorns Struggles To Monetize A Million Micro Accounts The Laid Back La Robo Advisor Brings Wealthfronts Former Chief Exec Onto Its Board
April 2017

As Goldman Sachs Badly Kept Secret About Branding An Advice Robot Leaks Out Goldman Watchers See Contours Of Lloyd Blankfeins Grand If Scattergun Virtual Advice Strategy Take Shape
March 2017

Jon Stein Unleashes Elite Ria Referral Unit As Crown Jewel Of Grand Betterment Plan To Sell Virtual Fiduciary Advice
February 2017

Schwab Unveils Its Virtual Future To Plaudits But Reliance On Cfps Especially The Greener Ones Could Prove Troublesome
December 2016

Andy Rachleff Takes Back Ceo Spot At Wealthfront At Critical Juncture
November 2016

Blackrock Solicits More Regulator Scrutiny Of Robo Advisors And Elicits Jeers And A Cheer
October 2016

What To Make Of Wealthfronts Three Big Hires And Why Its Artificial Intelligence Bid May Be Indefensible As A Strategy
September 2016

Betterment Makes Goldman Sachs And Vanguard Partners As It Shifts Into Higher Ria Gear
September 2016

An insider reveals turbo-contents of the In|Vest conference in New York, a summit of VCs, robo-founders and big banks 
June 2015













Awards & Profiles

Top 100 Wealth Management Influencer
Onalytica, 2019

2019 intech Influencers
Jay Palter Advisory, 2019

Top Voice, United Kingdom
LinkedIn, 2018

Tech 500 Power List
Tyto, 2018

Fintech Europe 200
Lattice80, 2018  

Top Voice, Economy and Finance 
LinkedIn, 2017

40 under 40 Profile
Investment News, 2016

IA 25 Profile
ThinkAdvisor, 2016

The Finance Futurist
WealthManagement.com, 2015

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