#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 […]