Fintech Impact

Jason talks to Will Trout from Javelin Strategy and Research. He is the director of Digital Wealth Management. We brought him on the show to talk about some of the bigger trends in the wealth and assessment market and how they are potentially going to transform the industry in the next ten years.Episode Highlights:00.48: Will says that as the name implies, and from a technology standpoint, we focus on strategy for financial services institutions and large fintech providers and look at the intersection of strategy and technology as to how firms can advance their competitive position using tech.09.04: Will says that the friction that inhibited advisor access to private capital investments still largely remains. iCapital and Cais alone will not solve this problem, particularly when it comes to private equity.15.48: To productize direct indexing, you can kind of rule about how it scale and overcomes margins, but the most direct indexing strategies are built around the public equity markets, suggests Will. 16