Back when Orion Advisor Services’ CEO Eric Clark was still working for his father’s RIA, I’ll bet he never imagined that one day he would be on stage in front of 700+ clients, partners and staff of his own company. And on his birthday, to top it all off. Yet this very scenario played itself […]
“Your mission, should you choose to accept it, is to review and analyze the leading vendors in the digital advice space and select the best one for your firm.” “This message will self-destruct in five seconds.” Sometimes it seems that the only way to fully grasp the rapid advances in advisor technology is to be […]
Artificial Intelligence products and platforms deployed at the enterprise level is still a relatively new experience. Even though wealth management firms are slowly embracing machine learning (ML), natural language processing (NLP) and other models to dig deeper into their customer data and make business decisions, we are only scratching the surface of the benefits of […]
“Companies don’t fail because of poor product execution, they fail because they don’t eat the dog food.” — Andy Rachleff, co-founder and CEO of Wealthfront The CB Insights’ Future of Fintech 2018 conference began with a series of interviews with industry rebels. Taking centerstage were those who had lit the spark that sett off a […]
This has become one of my favorite parts of conferences: The Demos. A steady stream of vendors, each given under ten minutes to extol their latest features to a highly critical audience that can sometimes get a little glassy eyed with wonder. In these sessions, it pays to be on early, since by the time […]
The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation. I pulled this quote from one of my favorite podcasts, a16z, which is produced by VC firm Andreessen Horowitz. I felt as though I was witnessing this ongoing struggle live last week at the In|Vest […]
“Acorns is not in the asset accumulation business. We are building a consumer brand that sells financial products.” — Manning Field, Chief Commercial Officer, Acorns Some companies have a mission statement and some have a corporate vision while others have both. At Acorns, the micro-investing app, they have a mantra. Inspired by the mighty oak […]
If you couldn’t make it to beautiful Austin, TX for American Banker’s Digital Banking Conference 2018, you’re in luck! We prepared a quick summary from some of the most interesting keynote speakers at the conference right here for you! The Future of Digital Banking The opening keynote by @BrettKing at #DigBanking18 sets the stage for […]
Over the next decade, artificial intelligence (AI) and other emerging technologies will have a tremendous impact on the human labor market. So much so that AI could render nearly half of all US occupations obsolete. In fact, we can expect 65% of today’s college graduates to one day be working in jobs that do not […]
Maybe I’m just a glutton for punishment. I’ve already written a summary of the recent Envestnet Advisor Summit, from a Tamarac perspective. (See 8 Cool Tamarac Updates from the Envestnet Advisor Conference) But, I still have a ton of notes and tweets regarding the two other legs of the Envestnet technology stool; ENV2 and Yodlee. So, why […]