Morningstar Technology 

#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

“Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP can add some value.” — Dermot O’Mahony, Global Head of Software at Morningstar Dermot is a SaaS-focused product executive with a track record for identifying high potential market opportunities within […]

#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 […]