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 […]
"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 […]
"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 […]