Jack Sharry


Recent Posts

Setting the Standard: LifeYield Wins 2019 Solutions Provider of the Year

10/17/19 10:35 AM / by Jack Sharry posted in Announcements

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We are proud to announce we received the top prize from the prestigious Money Management Institute (MMI)/Barron’s Industry Awards as “Solutions Provider of the Year” for LifeYield Income Advantage®!

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A disruptive look at the confluence of digital and human advice

9/27/19 10:05 AM / by Jack Sharry posted in Advisors, Digital Advice, Financial Planning

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Earlier this year, industry leader Steve Gresham and I engaged with InvestmentNews to host roundtable conversations with the architects, builders and champions of tech-enabled platforms that are powering the future of financial advice.

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Closing the gap between perception and reality in financial planning

9/26/19 4:14 PM / by Jack Sharry posted in Digital Advice, Financial Planning

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The rumored multiples paid for the recent purchases of financial planning firms like MoneyGuidePro and Advizr — 25 times revenue — have been eye-popping. Envestnet reportedly spent over $500 million for MGP, while Orion paid $50 million for Advizr.

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Digital plus human equals the future of advice

8/12/19 12:30 PM / by Jack Sharry posted in Advisors, Digital Advice

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Speculation about the future of advice will never end, and with good reason: The future is unpredictable. But when the future conversation about the future focuses solely on technology and the disruptions that will emerge as a result, we lose sight of the common thread that weaves through investing's past, present and, yes, future: people.

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