Categories

Thought Leadership

#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade

#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade

Posted by on Jun 17, 2019 in Custodians, Interviews

“The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja, Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade, where she has worked since 2014 after spending ten […]

#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR

#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR

Posted by on Jun 8, 2019 in Custodians, Interviews

“I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business.” — Robb Baldwin Robb Baldwin is the founder […]

WealthSimple Tries to Breakout of the Canadian Market with $100 Million from Allianz

WealthSimple Tries to Breakout of the Canadian Market with $100 Million from Allianz

Posted by on Jun 7, 2019 in Robo-Advisors

“There is no Vanguard or Schwab here [in Canada]. We are the ones gobbling up the industry assets.” — Michael Katchen, CEO, WealthSimple In the U.S., Vanguard owns the digital advice market with their Personal Advisor Services hybrid solution. But up in the Great White North, it is a five-year-old robo-advisor called WealthSimple that is […]

#ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt

#ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt

Posted by on May 30, 2019 in Financial Planning, Interviews

http://WMToday-Ep14-Adam_Holt-2019-05-30.mp3 “Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of […]

#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 […]

As Seen in...