Mark Gilbert

Jan 14, 2025 | advisorperspectives.com | Mark Gilbert

Financial services firms increasingly seek to augment and improve their service offerings with technology, especially AI-powered solutions. However, an often-overlooked element of vendor due diligence is the vendor's track record for successful onboarding and adoption. Although the right features are certainly key to realizing the benefits of a technology solution, a comprehensive and thoughtful onboarding process significantly impacts implementation and adoption – two critical success factors.

Jan 7, 2025 | advisorperspectives.com | Mark Gilbert

A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.

Jan 6, 2025 | news.bloombergtax.com | Mark Gilbert

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Jan 6, 2025 | news.bloomberglaw.com | Mark Gilbert

A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.

Jan 6, 2025 | ndtvprofit.com | Mark Gilbert

In the case of the sun and the earth and which revolves around which, for example, it may seem to an earthbound observer that the star orbits the planet; a Martian, however, would swiftly ascertain the truth. A trader trying to work out the correct value of the 10-year Treasury can assay the US growth rate, its inflation outlook, the geopolitical outlook and the likely behavior of fellow investors — and a host of other factual influences — and decide whether to buy or sell at the current price.