Why Bitcoin Has Reached a Tipping Point with Financial Advisors
“It’s easier to build a new financial system than it is to reform the existing one.” — Naval Ravikant, entrepreneur, investor, co-founder AngelList The ecosystem that has grown up around digital assets over the past 12 years since the Bitcoin network first went live has been nothing short of a revolutionary time for financial services. […]
#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […]
#ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones
“The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who’ve already opted into working with a human advisor, even though they’re getting screwed. And so for us, this is an enormous readily available market if we can open up […]
Diamond in the Rough: Orion Finds a Financial Planning Gem in Advizr
“The soul is placed in the body like a rough diamond, and must be polished, or the luster of it will never appear.” ― Daniel Defoe, English writer Orion Advisor Tech (formerly Orion Advisor Services) announced that they are acquiring financial planning software vendor Advizr for an undisclosed amount. I sat down with Randy Lambert, president of […]
