Wealth Management Today

The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on Wealth Management Today and was written by Craig Iskowitz. “There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians’ commission system for the benefit of their clients because that’s how you look good as a fee-only advisor.” — Michael Kitces, Publisher, Nerd’s Eye View Michael Kitces began his career […] The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on Wealth Management Today and was written by Craig Iskowitz. “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 […] The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on Wealth Management Today and was written by Craig Iskowitz. “We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition process.” — Ray Mulligan, IFS Ray Mulligan brings more than 25 years of experience in consulting and financial services to IFS. As the company’s MD, Product Strategy, Ray manages product […] The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on Wealth Management Today and was written by Craig Iskowitz. “One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […] The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data appeared first on Wealth Management Today and was written by Craig Iskowitz. “No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” — Robert Kirk, InterGen Data, Inc. Robert Kirk is a financial services industry executive with over 28 years of experience in wealth management, clearance and settlement, and brokerage. Throughout his career, he has […] The post #ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys appeared first on Wealth Management Today and was written by Craig Iskowitz. “Banking, as it is today, is moving sideways from manufacturing to being just a feature.” — Lex Sokolin, ConsenSys Lex Sokolin is a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a […] The post #ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on Wealth Management Today and was written by Craig Iskowitz. “Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […] The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial appeared first on Wealth Management Today and was written by Craig Iskowitz. “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?” — […] The post #ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend appeared first on Wealth Management Today and was written by Craig Iskowitz. “The days of reading a user manual are gone. There isn’t even time to watch a YouTube video. You have to find alternative ways to get people to use your technology.” — Christina Townsend, BNY Mellon | Pershing Christina Townsend is Head of Platform Strategy at BNY Mellon | Pershing Advisor Solutions. Her team works […] The post #ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on Wealth Management Today and was written by Craig Iskowitz. “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 […] The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on Wealth Management Today and was written by Craig Iskowitz. “It has nothing to do with how smart you are, what school you went to, or how many PhDs you have in your innovation lab. If your team can’t emotionally deal with the prospect of failing and having to wear egg on your face for five minutes, it’s going to be difficult.” — Davyde Wachell, […] The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on Wealth Management Today and was written by Craig Iskowitz. “Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very nervous.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […] The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on Wealth Management Today and was written by Craig Iskowitz. “It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services digitally.” — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility for their overall business strategy and management. In his over nine years at […] The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market appeared first on Wealth Management Today and was written by Craig Iskowitz. “Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, E*Trade Advisor Services James Capps joined E*TRADE Advisor Services (formerly Trust Company of America) in November 2014 and serves as VP of Technology, responsible for the technical vision, development, and operation of the firm’s network architecture and technology […] The post #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins appeared first on Wealth Management Today and was written by Craig Iskowitz. “I am a true believer that using technology and using it well is going to help you grow your business, it’s going to help you create scale and efficiency, and it’s going to help you deepen your relationships.”  — Tricia Haskins With more than 20 years of experience in financial services, Tricia Haskins leads the […] The post #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade appeared first on Wealth Management Today and was written by Craig Iskowitz. “The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja, Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade, where she has worked since 2014 after spending ten […] The post #WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on Wealth Management Today and was written by Craig Iskowitz. “I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business.” — Robb Baldwin Robb Baldwin is the founder […] The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on Wealth Management Today and was written by Craig Iskowitz. “Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of the […] The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on Wealth Management Today and was written by Craig Iskowitz. “The regulators aren’t asking that you have the best performance or be the smartest firm in the world, they’re asking you to self-actualize and be the best you can be from a compliance standpoint.” — Jeff Cowley, Chief Technology Officer, InvestEdge Jeff is a wealth management technology executive at InvestEdge, with 20 years of experience […] The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on Wealth Management Today and was written by Craig Iskowitz.