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#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell

#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell

Posted by on Oct 14, 2019 in Podcasts, Winners of Wealthtech

“One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […]

Tweet-to-Table: Why Building a Social Media Presence is Like Farming & Other Marketing Tips for Advisors

Tweet-to-Table: Why Building a Social Media Presence is Like Farming & Other Marketing Tips for Advisors

Posted by on Oct 14, 2019 in Marketing

“Whatsoever a man soweth, that shall he also reap.” — Galatians 6:7 You get out what you put in. It’s as simple as that. In life, in relationships in business and yes, in farming, you reap what you sow. Any farmer will tell you that it’s a year-round job. No one just throws out a […]

#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data

#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data

“No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” — Robert Kirk, InterGen Data, Inc. Robert Kirk is a financial services industry executive with over 28 years of experience in wealth management, clearance and settlement, and brokerage. Throughout his career, he has […]

#ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group

#ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group

Posted by on Sep 30, 2019 in Asset Management, Podcasts

“Today’s messaging is more about strengthening relationships between advisors and their clients and less about financial expertise or market returns that were value props in the past.” — April Rudin, The Rudin Group Founder and President of The Rudin Group, April Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management […]

8 Amazing Updates on the AI Digital Marathon in Wealth Management

8 Amazing Updates on the AI Digital Marathon in Wealth Management

Posted by on Sep 24, 2019 in Artificial Intelligence

If the information revolution were a marathon, then financial services would be in the beginning of the artificial intelligence leg of the race. That is according to a survey by Deloitte on how firms are leveraging AI across their enterprises. I wanted to know how wealth management influencers were interpreting the impact of AI across the industry, so […]

#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?” — […]