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#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 […]

#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep

#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep

Posted by on Jul 12, 2019 in Interviews, Podcasts, Robo-Advisors

“It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services digitally.” — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility for their overall business strategy and management. In his over nine years at […]

#ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market

#ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market

Posted by on Jul 1, 2019 in Custodians, Interviews, Podcasts

“Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, E*Trade Advisor Services James Capps joined E*TRADE Advisor Services (formerly Trust Company of America) in November 2014 and serves as VP of Technology, responsible for the technical vision, development, and operation of the firm’s network architecture and […]

#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, Podcasts

“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 […]

#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade

#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade

“The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja, Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade, where she has worked since 2014 after spending ten […]

#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR

#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR

Posted by on Jun 8, 2019 in Custodians, Interviews, Podcasts

“I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business.” — Robb Baldwin Robb Baldwin is the founder […]

#ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt

#ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt

Posted by on May 30, 2019 in Financial Planning, Interviews, Podcasts

“Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of the […]

#ItzOnWealthTech Ep 13: Self-Actualization of Compliance with Jeff Cowley

#ItzOnWealthTech Ep 13: Self-Actualization of Compliance with Jeff Cowley

Posted by on May 23, 2019 in Interviews, Podcasts, RegTech

“The regulators aren’t asking that you have the best performance or be the smartest firm in the world, they’re asking you to self-actualize and be the best you can be from a compliance standpoint.” — Jeff Cowley, Chief Technology Officer, InvestEdge Jeff is a wealth management technology executive at InvestEdge, with 20 years of experience […]

#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

Posted by on May 16, 2019 in Financial Planning, Interviews, Podcasts

“Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP can add some value.” — Dermot O’Mahony, Global Head of Software at Morningstar Dermot is a SaaS-focused product executive with a track record for identifying high potential market opportunities within […]