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
“Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier
“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their
“The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of
In our industry, enterprise tools are archaic and hard to use, so the bar is set very low. There’s tons of opportunities for new entrants
Well, the extended family has finally headed home and you’re debating whether to take down the holiday decorations or wait until the neighbors start complaining.
“There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians’
“No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” — Robert Kirk,
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