Categories
#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

Posted by on Apr 25, 2019 in Asset Management, Interviews

“Digital adoption is a one-way street in all markets. People don’t install Uber, try it, then delete it and say, ‘I’m going to go back to hailing cabs.’ That doesn’t happen.” — Randy Bullard Randy Bullard leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of the […]

Envestnet is Transforming into The Alibaba of Wealth Management

Envestnet is Transforming into The Alibaba of Wealth Management

Posted by on Apr 19, 2019 in Industry Analysis

In 1999, a young Chinese entrepreneur with a B.A. in English founded a company with the lofty goal of becoming the world’s largest online marketplace connecting buyers and sellers of goods. Back in the mid-2000s, when his firm was battling eBay in China, reporters used to call him “Crazy Jack” because of his animated speaking […]

#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, […]

#ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna

#ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna

Posted by on Mar 21, 2019 in Interviews

“In a digital world, seven years is about the same as two generations.” –- Ian McKenna Ian McKenna founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy, the firm focuses on how personal finance organizations can communicate more effectively with their customers and […]

The Day Envestnet Became the King of Financial Planning Software

The Day Envestnet Became the King of Financial Planning Software

Posted by on Mar 18, 2019 in Financial Planning

“It’s good to be the king.” — Mel Brooks, History of the World, Part I Does the $500 million deal to buy MoneyGuidePro make Envestnet the King of Financial Planning Software? There’s so much to unpack here!  Envestnet CEO Jud Bergman said that they had been interested in buying MoneyGuidePro for almost as long as […]