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Thought Leadership

#ItzOnWealthTech Ep 13: Self-Actualization of Compliance with Jeff Cowley

#ItzOnWealthTech Ep 13: Self-Actualization of Compliance with Jeff Cowley

Posted by on May 23, 2019 in Interviews, RegTech

“The regulators aren’t asking that you have the best performance or be the smartest firm in the world, they’re asking you to self-actualize and be the best you can be from a compliance standpoint.” — Jeff Cowley, Chief Technology Officer, InvestEdge Jeff is a wealth management technology executive at InvestEdge, with 20 years of experience […]

The Velocity of Technology Change is Increasing: What Can Advisors Do To Keep Up?

The Velocity of Technology Change is Increasing: What Can Advisors Do To Keep Up?

Posted by on May 17, 2019 in Conference Summaries

I’m still catching up from my trip to Chicago for the Morningstar Investment Conference last week.  This year’s  event highlighted their new focus on technology with a bevy of morning demo sessions reserved for startups and recent entrants into the wealth management and asset management spaces. This session was jam-packed with industry experience and the […]

#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

Posted by on May 16, 2019 in Financial Planning, Interviews

“Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP can add some value.” — Dermot O’Mahony, Global Head of Software at Morningstar Dermot is a SaaS-focused product executive with a track record for identifying high potential market opportunities within […]

#WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj

#WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj

Posted by on May 9, 2019 in Interviews, Technology

“There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is with David Lyon, CEO of Oranj, a Chicago-based provider of digital technology solutions for financial advisors. Here are a few of my interviews with previous winners: Brian McLaughlin, CEO of Redtail […]

#ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News

#ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News

Posted by on May 3, 2019 in Asset Management, Interviews

“Seamless integration – what does that mean? It’s like saying jumbo shrimp. It’s an oxymoron because there aren’t any truly seamless integrations.” — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations, and workflow building. As […]

Assetmark’s WealthBuilder is a Next Level Technology Experience for Advisors

Assetmark’s WealthBuilder is a Next Level Technology Experience for Advisors

Posted by on Apr 30, 2019 in TAMPs

“[We] can see the writing on the wall. The real debate is not over whether to run, but over how far and how fast.” — Charles Stross, British writer Asset managers have seen the writing on the wall. It’s not enough to just push products and expect to continue gather assets.  Advisors’ expectations are increasingly […]

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