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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 […]

#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 […]

#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 […]

#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 […]

#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 […]

#ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone

#ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone

Posted by on Aug 16, 2019 in Interviews, Podcasts, Robo-Advisors

“Digital wealth has to be one leg of the digital strategy a bank might have. So it’s going to be payments, it’s going to be mobiles, it’s going to be banking, and it’s going to be wealth management. They have to be coordinated together, because it has to be driven according to the expectations and […]

#ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence

#ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence

“It has nothing to do with how smart you are, what school you went to, or how many PhDs you have in your innovation lab. If your team can’t emotionally deal with the prospect of failing and having to wear egg on your face for five minutes, it’s going to be difficult.” — Davyde Wachell, […]

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

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

“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 […]