“I was always challenged to grow an analytics business that was confronted with the demise of active managers as their customer base. So in casting
“I came to a simple realization that the way we do retirement planning sucks! The user interface, the application of evidence and data to the
“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
“I feel like I’ve been ahead of the curve my entire career. And I don’t necessarily mean that in a positive way, because we were
“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said
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
“The trends that we’re seeing right now is that the younger generation wants things to be a lot more personalized. They really don’t want to
“The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people
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