Fundrise and Allocate: Redefining Venture Capital for Advisors

VC For Dummies Are alternative investments really ‘alternative’ any more?  When asked about their future intentions, 44% of advisors said they plan to maintain or increase their allocations to alternatives in the coming year– and that figure jumps to 58% for RIAs with over $500 million in assets. Previously unusual asset classes are now being […]

AI’s Judgment Day: How ChatGPT-4 is Reshaping Wealth Management

“AI will probably lead to the end of the world, but in the meantime, it will help build some great companies.” –Sam Altmen, Chairman of OpenAI, developers of ChatGPT The latest version of Generative AI finally hitting the market has brought about something akin to a technological judgment day. Awe, confusion, and fear have spread […]

It’s Alive!: Unleashing the Power of AI in Wealth Management

The story of Frankenstein, written by Mary Shelley in 1818, is a cornerstone literary work that contemplates humanity’s relationship with a form of sentient technology.  The book’s relevance has only increased over the past 200 years as the relationship between humans and technology has become more intertwined.  This relationship is also the core of one […]

Building Greater Client Trust with Data Aggregation Tools

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

invest conference 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 […]

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