Fintech Impact

In this 92nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes back Randy Cass (Nest Wealth) and David Faulkner (RazorPlan) about their company’s merger and how fintech can be used to holistically improve clients’ lives. Episode Highlights: ● 00:58: – Nest Wealth was one of the earliest robo-advisor platforms. ● 01:35: – Razor Plan offers financial planning software and has become the number one platform of independent financial advisors. ● 02:21: – Their merger felt destined to happen. ● 04:04: – The Razor team was brought into Nest to combine their different expertise. ● 08:35: – The ultimate goal for the partnership between Nest and Razor is to create a holistic approach to financial planning that’s adaptable and reflects assets in real time. ● 09:58: – Financial advisors spend their time accumulating data, planning, and on the implementation of that plan. ● 10:16: – Their goal is to decrease the