Invest 2019 Conference

16 Knockout Concepts from the InVest Conference 2019

“The improvement of understanding is for two ends: first, our own increase of knowledge; secondly, to enable us to deliver that knowledge to others.” — John Locke, English Philosopher (1632 – 1704) I didn’t think it would have been possible to top last year’s In|Vest conference for quality of content as well as depth and breadth […]

digital advice solutions

#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

“Digital adoption is a one-way street in all markets. People don’t install Uber, try it, then delete it and say, ‘I’m going to go back to hailing cabs.’ That doesn’t happen.” — Randy Bullard Randy Bullard leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of […]

Top 10 WMToday Posts from 2018

From Wealth Management AI, Winners of WealthTech, Conference Summaries and Stranger Things in the wealth management technology and digital banking industry, here are the top ten posts of 2018.

Invest Conference

Digital Digest from the InVest 2018 Conference

The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation. I pulled this quote from one of my favorite podcasts, a16z, which is produced by VC firm Andreessen Horowitz. I felt as though I was witnessing this ongoing struggle live last week at the In|Vest […]

banking digital advice

HNW Clients Are Driving Banks to Expand Digital Advice Solutions

As much as the previous business cycle in retail banking was marked by an unsustainable consumer credit explosion, the current one will be shaped by digital. This will include increased changes in payments and a wider metamorphosis in systems enabled by digital technologies. There is an immediate need for action. According to a report by […]

banking wealth management

The Game of Thrones Struggle Between Banks & Wealth Managers

2017 was a series of ups and downs for banks. The recently passed tax bill lowered their rates which will boost their bottom line and any interest rate hikes will goose their lending revenue. But new competitors lurk around every corner as technology giants such as Amazon, Facebook and Apple are launching consumer-facing financial products that chip […]

robo advisors banking

How Banks Are Taking the Lead in Robo Advisor Technology

Banks are traditionally stodgy institutions built on creaky, old infrastructure and usually being the last ones to adopt new technologies.  This has been true regarding robo-advisors and digital advice platforms, where broker-dealers and RIA’s have taken the lead over the past few years. But now, it seems that change is coming. While the growth of […]

top ten WMToday posts

The Top 10 WMToday Posts from 2016

Craig’s Note: I love these summary articles because they’re a great way to re-purpose content while providing you, our loyal readers, with a handy overview of the year gone by.  Robo-Advisors are still a hot topic, although I believe a B2C shakeup is likely in 2017.  Portfolio rebalancing tools have been a staple on this blog since it started. […]