[21] Lockshin has criticized the financial services industry for its inherent conflicts of interest,[22] its over-reliance on active investing,[23] its low standards,[24] and its excessive fees.
[29] 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.
[30][31][32] Lockshin was CEO for Convergent Wealth Advisors for 18 years (and chairman through 2014),[33] during which time the company became one of the largest RIAs in the industry.
His awards and recognitions include: Lockshin has written articles for CNBC,[43][44] and writes a regular column in Barron's called The Tech Whisperer.
[49] He has made a number of predictions about the future of the financial services industry, including that over the next few years there will be a rapid evolution of fintech,[50] and that this will result an increased focus on and need for "unconflicted advice.