“While all the data we have is about the past, all the decisions we make are about the future.” ― Alex Hagan, Founder and CEO, Kienco
“We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end
“The most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup
Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of
“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate
“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
“The fiduciary model is winning and we want to ensure that we’re serving advisory firms across that continuum. From our clearing business, we absolutely have
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