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Steve Lockshin

early investor in a number of fintech firms, such as Betterment, Quovo, Wealthbox, and Advizr. He has appeared widely in the finance and business press...

Last Update: 2023-12-18T22:51:15Z Word Count : 1608

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Steve Lockshin

Steve Lockshin is an American financial advisor, entrepreneur and financial author that has focusing on ultra high-net-worth clients and estate planning.He is a founder of a number of companies, such as Fortigent (formerly Convergent Wealth Advisors and CMS Financial Services) in 1994, Advizent in 2012 (which shut down a year later), and Advice Period in 2013 (which was named "Best Wealth Planning Firm" at Family Wealth Report Awards 2019).He is an early investor in a number of fintech firms, such as Betterment, Quovo, Wealthbox, and Advizr. He has appeared widely in the finance and business press, and at conferences in the financial services and fintech industries. He has served on CNBC's Digital Financial Advisor Council.Lockshin has criticized the financial services industry for its inherent conflicts of interest, its over-reliance on active investing, its low standards, and its excessive fees. (He contends that estate planning and tax planning are much more important for clients.) He argues that many investment advisors should not be trusted. He is critical of broker-dealers because they are not required to act in their clients best interests, unlike a registered investment advisor who is a fiduciary.


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