13 Roboadvisors That Might Become Victims of the COVID19 Crisis

"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, […]