20 Questions That Were Answered at the Family Wealth Report Summit 2019
“The Only Thing That Is Constant Is Change.” ― Heraclitus, Greek philosopher, c.535 – c.475 BCE The private wealth management industry is constantly evolving. Single family offices (SFO’s), multi-family offices (MFO’s) and the private banks of large wealth management firms are all vying for control of the assets of an ever-growing community of increasingly wealthy […]
#ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash
“As a woman in the industry I’ve been able to make a difference, but it hasn’t always been easy.” — Cheryl Nash Cheryl Nash is the President of Fiserv Investment Services, the leader in financial services technology solutions serving the Managed Accounts and Global Institutional markets. Fiserv Wealth Management Solutions enables them to increase revenue, […]
#ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna
“In a digital world, seven years is about the same as two generations.” –- Ian McKenna Ian McKenna founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy, the firm focuses on how personal finance organizations can communicate more effectively with their customers and […]
The Day Envestnet Became the King of Financial Planning Software
“It’s good to be the king.” — Mel Brooks, History of the World, Part I Does the $500 million deal to buy MoneyGuidePro make Envestnet the King of Financial Planning Software? There’s so much to unpack here! Envestnet CEO Jud Bergman said that they had been interested in buying MoneyGuidePro for almost as long as […]
#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern
“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]
7 Surprising Facts About Financial Wellness Programs
Why should companies try to improve their employee’s well-being? How can financial wellness programs improve employee morale, lower stress levels and increase engagement? Do employees even want these programs? Financial planning technology vendor Advizr invited me to attend the first in a series of events to encourage an open dialogue among human resources professionals about financial […]
#ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman
“Once you’re required by the courts to do anything, your ability to negotiate price is now gone.” –- Brian Edelman Brian Edelman is a nationally recognized cybersecurity expert specializing in the financial services industry. He is the CEO of FCI, a Managed Security Service Provider (MSSP), which he founded in 1995. FCI offers a comprehensive suite […]
Charles Schwab’s Crystal Ball Sees Less Technology in the Future for Custodians
“What senses do we lack that we cannot see or hear another world all around us?” ― Frank Herbert, Dune Successful business leaders usually see the world differently from everyone else. They’re visionaries who are able to perceive that the world is changing before most other people and they take action to get ahead of […]
