Building Greater Client Trust with Data Aggregation Tools
One of the most powerful tides rising in the financial services industry is the global shift towards open banking. By 2024, over 130 million consumers worldwide will be engaging with open banking services which promise consumers greater control over their data, but also places responsibility on firms to manage and secure their data effectively. The […]
How Advisors Can Avoid Being Buried Alive by Technology
“One machine can do the work of fifty ordinary men. No machine can do the work of one extraordinary man.” — Elbert Hubbard As a wealthtech consultant, I’ve heard my share of clients complaining about their tech stack. But lately, the complaints are shifting from the usual ones about clunky user interfaces, poor service and […]
18 Enlightening Fintech Demos from In|Vest 2019
“A picture is worth a thousand words. An interface is worth a thousand pictures.” — Ben Shneiderman, American Scientist If an interface is worth 1,000 pictures, then the eighteen product demos we were treated to at the InVest 2019 Conference, which was held at the New York Marriot Marquis, were worth 18,000 pictures, which would […]
End of Summer Reading List from the Winners Of Wealthtech
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and left us with only memories of vacations and longer days, I thought this would be an opportune time to share some insights as we all get ready for fall. And […]
Winners of Wealthtech: Anil Arora
This is the ninth article in our Winners of WealthTech series, where I interview people who have made their mark in wealth management technology with a track record of innovation and success. Check out my previous interviews with Angela Pecoraro, CEO of Advicent, Eric Clarke, CEO of Orion Advisor, Bill Capuzzi, CEO of Apex Clearing, Lori Hardwick, President […]
Winners of WealthTech: Drew Sievers
This month’s Winners of Wealthtech interview is with Drew Sievers, CEO of digital advice technology vendor Trizic. Drew is a serial entrepreneur and investor with a long history of developing innovative fintech solutions. You can read my previous interviews with Catherine Flax, CEO of Pefin, Brian McLaughlin, CEO of Redtail, Anil Arora, CEO of Envestnet | Yodlee, Angela Pecoraro, CEO of […]
Winners of Wealthtech: Angela Pecoraro
This is the eighth article in our Winners of WealthTech series, where I interview people who have made their mark in wealth management technology with a track record of innovation and success. My previous interviews have been wildly popular, so there will be no stopping this series in 2018! Check out the previous interviews with Eric […]
Winners of Wealthtech: Eric Clarke
When you’re on a roll, it’s best to try and keep it going and ride the wave. This post marks the seventh installment in our Winners of WealthTech series, where I sit down with industry leaders who have made their mark in wealth management technology with a track record of innovation and success. I […]
