#ItzOnWealthTech Ep. 61: Reimagining Retirement Planning with Abraham Okusanya

“I came to a simple realization that the way we do retirement planning sucks! The user interface, the application of evidence and data to the decumulation process was, to put it mildly, practically nonexistent.” –Abraham Okusanya, Founder and CEO, Timeline App Abraham is the founder and CEO of Timeline App, the next-gen retirement income software […]

#ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson

“My point of view is that technology is the business. Technology is the front door for advisors to work with the custodian. In Schwab’s case Schwab Advisor Center is really the front door for our advisors to work with Schwab, and when I think about charging fees for technology, I think, well, technology has to […]

#ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar

“I feel like I’ve been ahead of the curve my entire career. And I don’t necessarily mean that in a positive way, because we were out there selling web-based portfolio management before people really had a solid grasp on what the internet was. Like I mentioned, a lot of our challenges were describing what we […]

#WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera

This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later went on to serve as CTO of Cetera Financial Group.  Leda now runs her a consulting firm called Strategic Technology Consulting as well as her own executive coaching business, and […]

#ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones

“The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who’ve already opted into working with a human advisor, even though they’re getting screwed. And so for us, this is an enormous readily available market if we can open up […]

#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross

“In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where there’s a volatile market, you need to be able to move quickly. So I think advisors need to control the user experience and the client experience much more than […]