Asset Management

RIA Technology

#ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News

“Seamless integration – what does that mean? It’s like saying jumbo shrimp. It’s an oxymoron because there aren’t any truly seamless integrations.” — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations, and workflow building. As …

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#ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash

“As a woman in the industry I’ve been able to make a difference, but it hasn’t always been easy.” — Cheryl Nash Cheryl Nash is the President of Fiserv Investment Services, the leader in financial services technology solutions serving the Managed Accounts and Global Institutional markets. Fiserv Wealth Management Solutions enables them to increase revenue, …

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#ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

“Our industry is still evolving.  The entrepreneurs and innovators can’t just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for Today (T3) …

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Winners of Wealthtech: Anil Arora

This is the ninth article in our Winners of WealthTech series, where I interview people who have made their mark in wealth management technology with a track record of innovation and success. Check out my previous interviews with Angela Pecoraro, CEO of Advicent, Eric Clarke, CEO of Orion Advisor, Bill Capuzzi, CEO of Apex Clearing, Lori Hardwick, President …

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Winners of WealthTech: Drew Sievers

  This month’s Winners of Wealthtech interview is with Drew Sievers, CEO of digital advice technology vendor Trizic. Drew is a serial entrepreneur and investor with a long history of developing innovative fintech solutions. You can read my previous interviews with Catherine Flax, CEO of Pefin, Brian McLaughlin, CEO of Redtail, Anil Arora, CEO of Envestnet | Yodlee, Angela Pecoraro, CEO of …

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Winners of WealthTech: Catherine Flax

  This month’s Winners of Wealthtech interview is with Catherine Flax, CEO of AI-powered robo-advisor Pefin. Catherine was named the Most Influential Woman in European Investment Banking in 2012. Catherine has an MA from Brown University and a bachelor’s degree from Texas A&M University. You can read my previous interviews with Brian McLaughlin, CEO, Redtail, Anil …

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