Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup

Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]

insurance technology for advisors

#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners

“I know this from my many years at Jefferson National, it was difficult to get the Orions and the BlackDiamonds of the world to build insurance functionality, because they didn’t have demand. Their advisors aren’t really using these products, so a data feed would be enough. But as there’s more demand, the technology becomes necessary […]

#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick

“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled engine inside Cetera. So we know that when we bring on this number of advisors and this number of assets, that we’re going to be able to help them run […]

#ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare

“TAMPs are often the first thing that advisors outsource.  They know that they aren’t very good at investments and they were very happy to turn to somebody who had some expertise in there. So what’s happened is that they’ve had to adopt and integrate more tools such as  onboarding and proposal generation. I think the […]

wealthtech trends

Q&A: WealthTech at the 2020 Crossroads

Talking to a lot of thought leaders in the wealth management industry, most seem to be in a state of evolution, searching for new ideas to maintain revenue while the economy suffers under COVID-19.  I recently sat down for a Q&A with some of our biggest clients to discuss current trends behind marketplace disruption, the […]

#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

“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 be educated. They don’t want to know how a Monte Carlo works and what’s a capital market assumption. They just want an answer. Like, do I have enough money? Am […]

#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 […]

13 Reasons Advisors Should Be Emperors of Their Technology Domains

We’ve seen so many webinars since the pandemic began that “Zoom Fatigue” has become a trending term. But I believe that the majority of us are enjoying the remote discussions and savoring the free time that has been gifted to us from not having to commute to an office or fly across country to attend […]