How Banks Are Taking the Lead in Robo Advisor Technology

robo advisors banking

Banks are traditionally stodgy institutions built on creaky, old infrastructure and usually being the last ones to adopt new technologies. ┬áThis has been true regarding robo-advisors and digital advice platforms, where broker-dealers and RIA’s have taken the lead over the past few years. But now, it seems that change is coming. While the growth of […]

Winners of WealthTech: Cheryl Nash

wealth management technology

This is the fourth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My first interview was with Aaron Klein, CEO of Riskalyze. The second was with Bill Crager, President […]