Key Trends to Watch in Wealth Management in 2018

Key Trends to Watch in Wealth Management in 2018

Regulatory pressure, trust in financial institutions, customers’ growing demands are challenges and opportunities for WealthTech players. What we are likely to observe before long as the industry shifts towards new…

Digital and Robo in Wealth Management: What’s the Difference?

Digital and Robo in Wealth Management: What’s the Difference?

During our ongoing discussions with top-notch industry leaders who are reshaping the wealth management landscape, we often touch on digital advice. Here, we present some of our picks in terms…

Bryan Sachdeva

Vice President of Wealth Management Solutions at NexJ Systems

WealthTech Insights #22 with Bryan Sachdeva: Highly Personalized Experience will define the Industry Winners

With Bryan, I discussed global trends in wealth management and how these differ around the world, and tapped into the persisting debate about humans and robo components in the industry…

Jeff Marsden

Chief Product & Strategy Officer at Xtiva Financial Systems

WealthTech Insights #20 with Jeff Marsden: Robo-Advisors Bring Leverageable Advantage to the Advisor Marketplace

Jeff shares his vision of the wealth market in the US, UK, and Canada, and expresses his expectations of using big data analytics and the benefits this may bring. We…

Boris Khazin

CEO at Algo-Lead

WealthTech Insights #19 with Boris Khazin: Blockchain and Algorithmic Future

With Boris, we discussed trends and prospects of the wealth management industry, the promise of blockchain, and how the industry is being changed by technology percolation. Boris also shared his…

Priya Malani

Founding Partner at Stash Wealth

WealthTech Insights #18 with Priya Malani: Psychology and Therapy in Financial Planning

Priya shares her ideas about robo-advising solutions and what approaches each generation uses to select a financial advisor. She also names the companies she feels are most innovative and describes…

Paolo Sironi

FinTech Thought Leader at IBM Watson Financial Services

WealthTech Insights #17 with Paolo Sironi: Financial Psychology and the Winning Model for Robo-Advisors

With Paolo, we discuss current trends in investment management, particularly problems and prospects of robo-advising. In addition, Paolo shared his vision of the European, US, and Australian financial markets and…

Patrick Herrington

CCO and COO at Appleseed Capital

WealthTech Insights #16 with Patrick Herrington: Can Robo Solutions Maintain Relationships with Multiple Generations in a Family?

Patrick shares his vision of prospects of robo-advisor solutions and describes an ideal robo-advisor platform for his firm. We discuss whether financial advice can ever be fully automated, and the…

Min Zhang

CEO and co-founder of Totum Wealth

WealthTech Insights #15 with Min Zhang: Don’t Lose on the Questionnaire, the First Impression

With Min, we discussed how advisors can win the client conversation by harnessing the power of client data with an engaging experience. We also spoke about robo-advisory and whether it…

Mark Fordree

CEO and founder of Ignition Wealth

WealthTech Insights #14 with Mark Fordree: Australian Outlook on Financial Robo-Advice

We discussed with Mark the differences and similarities of wealth management players in Australia compared to the US and the UK; his opinion on the future of robo-advisory; and ways…