wealth management technology

#ItzOnWealthTech Ep. 58: Wealth Management Isn't Cool with Ned Phillips, Bambu

"Wealth management today is still not very cool. It's still seen as manual with a lot of friction and expensive. As a young person said to me, 'it's sold by dudes in suits'. But the perception of digital wealth has changed dramatically.  It's no longer a zero sum game. All advisors need some digital, they […]

#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

"The trends that we're seeing right now is that the younger generation wants things to be a lot more personalized. They really don't want to be educated. They don't want to know how a Monte Carlo works and what's a capital market assumption. They just want an answer. Like, do I have enough money? Am […]

digital transformation

A Decade of Digital Transformation in Just 90 Days

“Culture eats strategy for breakfast.” — Gideon I. Gartner, founder of Giga Information Group and Gartner Group For better or for worse, strategy and culture are inextricably linked in the minds of business leaders. Strategy provides a framework to define a company’s goals and helps orient people around them. Culture expresses these goals through a […]

#ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?

"The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from the huge run-up in stocks like Apple, Google and Amazon. The advancement of UMA technology, combined with the transfer of wealth and increased volatility that we've seen over […]

financial advisor cryptocurrency

#ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja

"The next wave of investors into digital assets, whether they're retail clients or the RIAs, also have somewhat of a different mental model. They may or may not care about the ideology or subscribe to the ideology of the Bitcoin white paper, but they are looking at this as an investment from a very pragmatic […]

13 Reasons Advisors Should Be Emperors of Their Technology Domains

We've seen so many webinars since the pandemic began that "Zoom Fatigue" has become a trending term. But I believe that the majority of us are enjoying the remote discussions and savoring the free time that has been gifted to us from not having to commute to an office or fly across country to attend […]

#ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar

What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry?  You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […]

#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna

"Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way." — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […]