envestnet credit exchange

Envestnet is Transforming into The Alibaba of Wealth Management

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 […]

portfolio rebalancing

#ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services

“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

“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

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 […]

Winners of Wealthtech

#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

“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 […]

family office technology

20 Questions That Were Answered at the Family Wealth Report Summit 2019

“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

“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, […]

Wealthtech Trends

#ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna

“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 […]