#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout

“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […]

#ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0?

“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 about looking for growth opportunities, I routinely came upon the US wealth segment as something that was undergoing significant demographic and technological change. And as we all know, changes in […]

#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross

“In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where there’s a volatile market, you need to be able to move quickly. So I think advisors need to control the user experience and the client experience much more than […]

#ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan

“We’ve developed methodologies that provide our clients with views on industry data that don’t currently exist.” — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience. She began her career with Cerulli Associates, then went on to launch her own firm, Dover Financial Research.  She patterned with […]

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 […]

lpl financial focus

#ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial

“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is not convenient, why have it in there?” — Rob Pettman, LPL Financial “If we can get advisors really happy faster, why wouldn’t we just reorganize things to do that?” — […]

digital advice

#ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone

“Digital wealth has to be one leg of the digital strategy a bank might have. So it’s going to be payments, it’s going to be mobiles, it’s going to be banking, and it’s going to be wealth management. They have to be coordinated together, because it has to be driven according to the expectations and […]

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 […]