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#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software

#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software

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

“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very nervous.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […]

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 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 […]

#ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News

#ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News

Posted by on May 3, 2019 in Asset Management, Interviews

“Seamless integration – what does that mean? It’s like saying jumbo shrimp. It’s an oxymoron because there aren’t any truly seamless integrations.” — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations, and workflow building. As […]

#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 […]

#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 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

#ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

Posted by on Feb 24, 2019 in Asset Management, Interviews

Podcast: Subscribe: Android | RSS “Our industry is still evolving.  The entrepreneurs and innovators can’t just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for […]

Is AdvisorEngine Building a Tamarac Killer?

Is AdvisorEngine Building a Tamarac Killer?

Posted by on Feb 3, 2018 in Asset Management, News, Technology

How much do you need to spend to build a wealth management platform that is able to compete with the established market leaders? Around $60 million, based on the total investments gathered by upstart wealthtech vendor AdvisorEngine. This is how much cash the firm has grabbed since 2014, when it was launched by Rich Cancro, who was […]

Think Outside the Box: 4 Strategies for Boosting Distribution Market Share

Think Outside the Box: 4 Strategies for Boosting Distribution Market Share

Posted by on Jan 17, 2015 in Asset Management, Conference Summaries

This article is a summary of a session from the Financial Research Associates 12th Annual UMA and Managed Accounts Summit. The speaker was the Head of Retail Business Development for a mid-Western mutual fund distributor*. The firm has over $20 billion in AUM and they are completely sub-advised. Four Key Strategies There are four key […]

Going Under the Hood of Models-Only Programs

Posted by on Dec 12, 2013 in Asset Management, Conference Summaries

This is a summary of a session from the Money Management Institute’s Fall Solutions Conference that was held in October 2013 in New York City. Moderator: Heeren Pathak, CTO, Vestmark Panelists: Nancy Camarata, VP, Managed Accounts, Neuberger Bermann Anthony DiGangi, VP, Director of Managed Accounts Operations, Fred Alger Management David Laskar, Executive Director and Portfolio Manager, […]