What’s Not Going to Change in Financial Services?

I had a great time in Wisconsin earlier this week talking to the CFA and FPA societies in Madison and Milwaukee.
My talks centered around where I think the financial services industry is going in the future, how to stand out from the crowd in an era where information is abundant, and why fighting new technology in the space is a bad idea.
I wanted to use a few slides I put together for these presentations to show what I&…