digital advice solutions

#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

“Digital adoption is a one-way street in all markets. People don’t install Uber, try it, then delete it and say, ‘I’m going to go back to hailing cabs.’ That doesn’t happen.” — Randy Bullard Randy Bullard leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of […]

portfolio rebalancing

#ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services

“Rebalancing isn’t just an automated process to achieve target allocations, it enables customization of client portfolios at scale.” — Ryan Donovan Ryan Donovan joined Orion Advisor Services in 2014 with the goal of empowering advisors in the northeast and furthering Orion’s regional presence. Prior to joining Orion, Ryan had been a Vice President with Citigroup […]

#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners

“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […]

Winners of Wealthtech

#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]

#ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash

“As a woman in the industry I’ve been able to make a difference, but it hasn’t always been easy.” — Cheryl Nash Cheryl Nash is the President of Fiserv Investment Services, the leader in financial services technology solutions serving the Managed Accounts and Global Institutional markets. Fiserv Wealth Management Solutions enables them to increase revenue, […]

Wealthtech Trends

#ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna

“In a digital world, seven years is about the same as two generations.” –- Ian McKenna Ian McKenna founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy, the firm focuses on how personal finance organizations can communicate more effectively with their customers and […]

#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]

#ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman

“Once you’re required by the courts to do anything, your ability to negotiate price is now gone.” –- Brian Edelman Brian Edelman is a nationally recognized cybersecurity expert specializing in the financial services industry.  He is the CEO of FCI, a Managed Security Service Provider (MSSP), which he founded in 1995.  FCI offers a comprehensive suite […]