Look around; everything has changed—and it will continue to change. Nothing new there. What is new are the people that can make you grow faster, more knowledgeable, efficient, better decision makers, and more effective employers and they are now at your fingertips—a digital workforce—for you to read, study and connect with. IRIS is a collection of vetted experts, in unique areas that offer information and services to make managing your business and interacting with your clients more impactful. We also offer a little candy that will help make your clients even stickier. We won’t bug you by trying to sell you things, provide editorials, or musings about who’s moved where—others do that very nicely. IRIS is not about the people behind it, it’s about all of the experts on the site sharing their knowledge and giving you something new and different to absorb and think about. Pardon us if we’re a little disruptive along the way—after all, we do want your attention.
Douglas Heikkinen, Co-Founder, is the Publisher and Editor of IRIS. He has over 25 years of experience as a marketing and communications professional and creative services to the financial sector and others. He is a defector from the corporate world, taking with him a thorough understanding of the mindset of capital business. He co-led two successful start-ups in 2004 and 2008—M Financial Wealth Management and Filigree Advisors and in 2009 he became President of a Northwest brand/design agency. Prior to that he spent 13 years at Schwab Advisor Services where he was instrumental in all aspects of the areas growth and maturity. Contact him here.
Tom Lydon, Co-Founder, is also the editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years. Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and is an independent Director on Guggenheim Investments Funds Board. Mr. Lydon helped create the CNBC Model ETF Portfolios. He is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is Co-Founder of Virtual Summits, educational virtual events for financial advisors.
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