#ItzOnWealthTech Ep 34: Optimizing Advisor Experiences at InvestWest

“When you look at how businesses are run, how decisions are made, what we optimize for, oftentimes that’s not the case. And then you look at the core mantra about how our businesses are evolving, and oftentimes they start with the business needs, the advisor needs the revenue growth needs, whatever it is. But we’re […]

wealth management technology

26 Insanely Good Ideas from the InvestWest Conference 2019

There’s something to be said for holding a conference in the Bay Area. It’s much easier for the best and brightest of Silicon Valley to stop by and share a few words of wisdom.  This was the second year of the Invest West Conference and it didn’t disappoint with wealth management industry stars such as Wealthfront’s CEO […]

#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs

[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it’s too late. I think Schwab recognized that they weren’t able to […]