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#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, Podcasts

“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, Podcasts

“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 […]

#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

Posted by on Mar 12, 2019 in Interviews, Podcasts, Technology

“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]

#ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman

#ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman

Posted by on Mar 4, 2019 in Cybersecurity, Interviews, Podcasts

Subscribe: Android | RSS “Once you’re required by the courts to do anything, your ability to negotiate price is now gone.” –- Brian Edelman Brian Edelman is a nationally recognized cybersecurity expert specializing in the financial services industry.  He is the CEO of FCI, a Managed Security Service Provider (MSSP), which he founded in 1995.  FCI offers a comprehensive […]

#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, Podcasts

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 […]