financial planning software

#ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?

“There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice who don’t know where to turn. Helping them to lay the foundations for a healthy financial life by understanding the key tenants and […]

fintech

#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin

“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […]

wealth management technology

#ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu

“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 to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically.  It’s no longer a zero sum game. All advisors need some digital, they […]

#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 […]

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 […]

#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, […]

wealth management technology

Everything You Missed from the InvestWest Conference 2019

There’s something to be said for holding a conference in the Bay Area. It’s much easier for the best and brightest of Silicon Valley to stop by and share a few words of wisdom.  This was the second year of the Invest West Conference and it didn’t disappoint with wealth management industry stars such as Wealthfront’s CEO […]

acorns app

#ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights

“In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth firms even makes the top 10.” — Josh Book, CEO, Parameter Insights Josh Book is the Founder and CEO of Parameter Insights, a data, research, and advisory services firm focused on delivering […]