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Thought Leadership

#ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys

#ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys

“Banking, as it is today, is moving sideways from manufacturing to being just a feature.” — Lex Sokolin, ConsenSys Lex Sokolin is a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a […]

18 Innovative Fintech Products that You Need to Know About

18 Innovative Fintech Products that You Need to Know About

“A picture is worth a thousand words. An interface is worth a thousand pictures.” — Ben Shneiderman, American Scientist If an interface is worth 1,000 pictures, then the eighteen product demos we were treated to at the InVest 2019 Conference, which was held at the New York Marriot Marquis, were worth 18,000 pictures, which would […]

#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine

#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine

Posted by on Sep 2, 2019 in Podcasts, Winners of Wealthtech

“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […]

10 Secrets from the LPL Financial Focus 2019 Conference

10 Secrets from the LPL Financial Focus 2019 Conference

Posted by on Aug 28, 2019 in Conference Summaries

This was my first time attending the LPL Financial FOCUS advisor conference and it was a blast!  I was only able to make it to Day 3, but there was more than enough jam-packed into those eight hours to keep me busy writing an entire blog post about it. There are so many conferences in […]

#ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial

#ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial

Posted by on Aug 27, 2019 in Broker-Dealers, Interviews, Podcasts

“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is not convenient, why have it in there?” — Rob Pettman, LPL Financial “If we can get advisors really happy faster, why wouldn’t we just reorganize things to do that?” — […]

#ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend

#ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend

Posted by on Aug 23, 2019 in Asset Management, Interviews, Podcasts

“The days of reading a user manual are gone. There isn’t even time to watch a YouTube video. You have to find alternative ways to get people to use your technology.” — Christina Townsend, BNY Mellon | Pershing Christina Townsend is Head of Platform Strategy at BNY Mellon | Pershing Advisor Solutions. Her team works […]

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