Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante

“Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help financial advisory firms to bring this cause in front of their clients so they can plan their financial […]

Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing

“The first thing that Biju and I wrote down before we even wrote our business plan is that we want to create a positive impact in the world before we worried about profits. And from that perspective, we think that the state of people’s savings and retirement is a huge issue. The wealth gap in […]

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 […]

wealth management artificial intelligence

9 Questions on Artificial Intelligence for Wealth Management

“I believe that by the end of the century, the use of words will have been altered so much that one will be able to speak of machines thinking without expecting to be contradicted.” ― Alan Turing, English mathematician, computer scientist and cryptologist, from Computing Machinery and Intelligence The foundation of AI started back in 1950 […]

blockchain

7 Challenges Holding Back Blockchain

Nearly three years ago, Internet pioneer and Silicon Valley uber-investor Marc Andreessen wrote an article in the New York Times about how the technology behind Bitcoin, the digital currency, is in a state similar to the World Wide Web in the 1990’s. He predicted that a company using Bitcoin technology, would soon lead a wave of disruption across the financial services […]

MMI FALL 2015

MMI Fall 2015: Conference Summary – Day 1

It is already a month into Fall, but you would never know it from the weather in midtown Manhattan today.  It was 75 degrees and sunny.  Unfortunately, I wasn’t able to go outside and work on my tan since I was busy attending the Money Management Institute’s 2015 Fall Solutions Conference at the Grand Hyatt Hotel. The […]

cyber security failures

Top 5 Cybersecurity Failures in Financial Services

On April 1st, President Barack Obama declared that cyber-attacks constitute a national emergency and issued an executive order sanctioning the finances of foreign-based digital intruders. The president’s announcement was no April Fool’s Day joke. Cybercrime caused  $445 billion in damages globally last year, according to a report by the Center for Strategic and International Studies, a […]

What Robo Advisors Can Teach Us About Focusing on the Client

This is a summary of a TechOps Track Session titled, “Empowering Advisors: Delivering Tools that Support Today’s Client Needs” from the Money Management Institute’s 2014 Fall Solutions Conference.  The discussion topic was supposed to be centered on how firms are delivering new advisor tools to help them customize solutions for different client segments. However, the […]