Assetmark’s WealthBuilder is a Next Level Technology Experience for Advisors
“[We] can see the writing on the wall. The real debate is not over whether to run, but over how far and how fast.” — Charles Stross, British writer Asset managers have seen the writing on the wall. It’s not enough to just push products and expect to continue gather assets. Advisors’ expectations are increasingly […]
#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
“Digital adoption is a one-way street in all markets. People don’t install Uber, try it, then delete it and say, ‘I’m going to go back to hailing cabs.’ That doesn’t happen.” — Randy Bullard Randy Bullard leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of […]
Envestnet is Transforming into The Alibaba of Wealth Management
In 1999, a young Chinese entrepreneur with a B.A. in English founded a company with the lofty goal of becoming the world’s largest online marketplace connecting buyers and sellers of goods. Back in the mid-2000s, when his firm was battling eBay in China, reporters used to call him “Crazy Jack” because of his animated speaking […]
#ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services
“Rebalancing isn’t just an automated process to achieve target allocations, it enables customization of client portfolios at scale.” — Ryan Donovan Ryan Donovan joined Orion Advisor Services in 2014 with the goal of empowering advisors in the northeast and furthering Orion’s regional presence. Prior to joining Orion, Ryan had been a Vice President with Citigroup […]
#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners
“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […]
3 Strategies for Single Family Offices to Avoid Becoming Obsolete
When it comes to multifamily offices, single family offices, and ultra high net worth divisions of large wealth management organizations they tend to be torn between two questions: “Should we innovate?” and “Should we not innovate?” If they choose not to innovate, they risk going the way of Sears or Blockbuster. How can the next […]
#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack
“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]
