#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

digital advice solutions

“Digital adoption is a one-way street in all markets. People don’t install Uber, try it, then delete it and say, ‘I’m going to go back to hailing cabs.’ That doesn’t happen.” — Randy Bullard Randy Bullard leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of […]

#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, […]

#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) […]

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 […]

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 […]

Winners of WealthTech: Brian McLaughlin

  We have reached a milestone! This is the tenth interview in our Winners of WealthTech series, where I speak people who have made their mark in wealth management technology by building a track record of innovation and success. Check out my previous interviews with Anil Arora, CEO, Envestnet | Yodlee,  Angela Pecoraro, CEO of Advicent, Eric […]

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 […]

Winners of Wealthtech: Angela Pecoraro

  This is the eighth 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. My previous interviews have been wildly popular, so there will be no stopping this series in 2018! Check out the previous interviews with Eric […]