#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin

fintech

“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […]

#ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu

wealth management technology

“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically.  It’s no longer a zero sum game. All advisors need some digital, they […]

#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna

“Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way.” — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […]

How the Quovo Deal Validates Envestnet’s Vision for Yodlee

data aggregation tools

“Good ideas are always crazy, until they’re not.” – Larry Page, co-founder of Google When Envestnet CEO Jud Bergman announced that his company was shelling out just under $600 million to buy data aggregator Yodlee, saying that the market did not approve was an understatement. The firm was blasted by both the press and equity […]

Invest West Conference 7 Minute Summary

invest west conference

As anyone who has sat next to me at a conference knows, I’m a hyperactive tweeter, sharing interesting tidbits and observations from the various speakers and panelists.  So, one would expect that someone who uses Twitter so much would think to check the conference hashtag before blasting out fifty or more tweets? Not I, said […]

Do Canadian RoboAdvisors Provide Bad Service?

Canadian roboadvisors

In an article in Canada’s Financial Post, author Jonathan Chevreau discusses a study by Boston-based consulting firm Dalbar that used 45 “mystery shoppers” to assess ten Canadian-based robo-advisors. They found that some platforms are falling short on service expectations, which creates “significant reputational risk”. Chevreau, the CFO of Financial Independence Hub, explained that the mystery shoppers reported a number […]

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