#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna

"Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way." — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […]

#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal

"After just an hour, two thirds of our short-term memory is gone, it's amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you're going to see better results." "The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […]

Waiting for the Other Shoe to Drop: After Motif Closes, Which Roboadvisors Will Survive?

"Success is 10% strategy and 90% execution." — Karl Moore, Professor, Strategy & Organization, McGill University We've all heard the old adage that success is 10% inspiration and 90% perspiration or some similar combination. Everything I've ever read about successful businesses backs up this ratio. One successful entrepreneur went so far as to say that […]

remote wealthtech advisors

6 Smart Strategies for Managing Remote Wealthtech Employees

"Too much of a good thing can be wonderful." — Mae West, American Actress When something is working, you want to keep it going.  Especially when it's also sharing great information and having a positive impact on your industry.  Doing it again is a no brainer. This is why Cory Westphal, CEO of fintech firm […]

#ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi

"The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years, these firms have been able to digitally connect with their constituents." –Bill Capuzzi, CEO, […]

financial advisor technology

CEO Roundtable: Leading Through Change in The Age of COVID19

"The measure of a country's greatness is its ability to retain compassion in time of crisis." — Thurgood Marshall, US Supreme Court Justice There are many companies trying to help people get through these troubled times.  Corey Westphal, CEO at MobileAssistant, had a terrific idea: gather some of the top fintech CEOs to share some […]

#ItzOnWealthTech Ep. 43: Female Leaders in Technology

"Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who's going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position." — Christina Townsend, Head of Platform Strategy for Advisor Solutions, BNY Mellon […]

11 Most Excellent WMToday Blog Posts from 2019

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. It must be the end of another year! It also  means it's time for our annual top 10 list of the most popular Wealth Management Today blog posts. As a […]