financial advisor technology

#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1

Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of 2020 episode a little early, just in case.  We had an incredible lineup of guests and it was difficult for the #ItzOnWealthtech team to decide who made the cut.  We […]

wealthtech trends

Q&A: WealthTech at the 2020 Crossroads

Talking to a lot of thought leaders in the wealth management industry, most seem to be in a state of evolution, searching for new ideas to maintain revenue while the economy suffers under COVID-19.  I recently sat down for a Q&A with some of our biggest clients to discuss current trends behind marketplace disruption, the […]

#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management

It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […]

#ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood

“What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this data on user profiles and company profiles that cuts out the first ten conversations between any two parties because most of the questions they were going to ask are already […]

#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout

“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […]

cryptocurrency financial advisors

Money Re-Imagined: Cryptocurrency & the Disruption of Investing

As part of this year’s Riskalyze Fearless Week Client Conference, CEO Aaron Klein asked if I had a topic that I’d like to be interviewed about. I suggested cryptocurrency, since I’d been interested in it for a number of years and believe it has the potential to transform financial services and wealth management. I was […]

artificial intelligence

#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant

“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate digital assistant for an advisor so they can be much more efficient when they do their job. But going back to the conversation, we know who you are, we know […]

#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon

“We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it wouldn’t become a one-trick pony. It wasn’t just putting a bunch of strategist models on a shelf to make it easy for advisors to adopt into their practice. That’s a component, […]