Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing
“The first thing that Biju and I wrote down before we even wrote our business plan is that we want to create a positive impact in the world before we worried about profits. And from that perspective, we think that the state of people’s savings and retirement is a huge issue. The wealth gap in […]
Why Every Wealth Management Firm Needs A Chief Data Officer
“You can have data without information, but you cannot have information without data.” ― Daniel Keys Moran, American computer programmer and science fiction writer In Moran’s book The Long Run (1989), he presciently described the civilization-changing impact that a ubiquitously available Internet would bring to society. He introduced the concept of Internet addiction disorder, which […]
Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets
“Financial advisors are looking to differentiate their value to clients as we are on the precipice of the largest wealth transfer in history. I think the playbooks for the next 5, 10, 20 years in the financial advice business will most likely be different than the playbooks from the past. I think a part of […]
Custody As A Service: How Pershing Is Going All In on API-Based Data Strategy
“While all the data we have is about the past, all the decisions we make are about the future.” ― Alex Hagan, Founder and CEO, Kienco A comprehensive data strategy is a key component of every successful firm. If your firm doesn’t have one, you’re not alone! In a recent survey, 87% of respondents said their […]
Ep. 101: June WealthTech News Roundup
Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]
