Categories

Thought Leadership

Diamond in the Rough: Orion Finds a Financial Planning Gem in Advizr

Diamond in the Rough: Orion Finds a Financial Planning Gem in Advizr

Posted by on Jul 17, 2019 in Financial Planning

“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 […]

#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep

#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep

Posted by on Jul 12, 2019 in Interviews, Robo-Advisors

“It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services digitally.” — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility for their overall business strategy and management. In his over nine years at […]

How Cetera’s Risk Profiling With Facial Recognition Can Turn Any Advisor into Dr. Phil

How Cetera’s Risk Profiling With Facial Recognition Can Turn Any Advisor into Dr. Phil

Posted by on Jul 8, 2019 in Asset Management

“How does this make you feel?” is probably not a question that many financial advisors usually ask their clients. While there is a tremendous amount of practice management content that targets advisors, not much of it is helping advisors to be more empathetic. Yet, those that have done some research on empathy believe it can […]

#ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market

#ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market

Posted by on Jul 1, 2019 in Custodians, Interviews

“Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, E*Trade Advisor Services James Capps joined E*TRADE Advisor Services (formerly Trust Company of America) in November 2014 and serves as VP of Technology, responsible for the technical vision, development, and operation of the firm’s network architecture and […]

#ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins

#ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins

Posted by on Jun 20, 2019 in Asset Management, Interviews

“I am a true believer that using technology and using it well is going to help you grow your business, it’s going to help you create scale and efficiency, and it’s going to help you deepen your relationships.” — Tricia Haskins With more than 20 years of experience in financial services, Tricia Haskins leads the […]

14 of the Absolute Best Ideas From Pershing INSITE 2019

14 of the Absolute Best Ideas From Pershing INSITE 2019

Posted by on Jun 18, 2019 in Conference Summaries

I go to a lot conferences every year, but this was my very first time at Pershing INSITE. As the two-and-a-half day event came to a close, I came away with the strong conviction that it will now be a fixture on my calendar going forward. In spite of the unbearably hot weather (112 degrees […]

As Seen in...