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Thought Leadership

#ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services

#ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services

Posted by on Apr 16, 2019 in Interviews, Portfolio Management

“Rebalancing isn’t just an automated process to achieve target allocations, it enables customization of client portfolios at scale.” — Ryan Donovan Ryan Donovan joined Orion Advisor Services in 2014 with the goal of empowering advisors in the northeast and furthering Orion’s regional presence. Prior to joining Orion, Ryan had been a Vice President with Citigroup […]

#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners

#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners

Posted by on Apr 9, 2019 in Broker-Dealers, Interviews

“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […]

3 Strategies for Single Family Offices to Avoid Becoming Obsolete

3 Strategies for Single Family Offices to Avoid Becoming Obsolete

Posted by on Apr 7, 2019 in Family Office

When it comes to multifamily offices, single family offices, and ultra high net worth divisions of large wealth management organizations they tend to be torn between two questions: “Should we innovate?” and “Should we not innovate?”  If they choose not to innovate, they risk going the way of Sears or Blockbuster.  How can the next […]

#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

Posted by on Apr 2, 2019 in Interviews, Technology

“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]

20 Questions That Were Answered at the Family Wealth Report Summit 2019

20 Questions That Were Answered at the Family Wealth Report Summit 2019

Posted by on Mar 31, 2019 in Conference Summaries, Family Office

“The Only Thing That Is Constant Is Change.” ― Heraclitus, Greek philosopher, c.535 – c.475 BCE The private wealth management industry is constantly evolving.  Single family offices (SFO’s), multi-family offices (MFO’s) and the private banks of large wealth management firms are all vying for control of the assets of an ever-growing community of increasingly wealthy […]

#ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash

#ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash

Posted by on Mar 27, 2019 in Asset Management, Interviews

“As a woman in the industry I’ve been able to make a difference, but it hasn’t always been easy.” — Cheryl Nash Cheryl Nash is the President of Fiserv Investment Services, the leader in financial services technology solutions serving the Managed Accounts and Global Institutional markets. Fiserv Wealth Management Solutions enables them to increase revenue, […]

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