#WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj

“There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is with David Lyon, CEO of Oranj, a Chicago-based provider of digital technology solutions for financial advisors. Here are a few of my interviews with previous winners: Brian McLaughlin, CEO of Redtail […]

#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

Winners of Wealthtech

“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]

#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]

Advisor Group’s eQuipt is a Quantum Leap in Onboarding Technology

advisor group

Operations and business management can act like quicksand for independent advisors, who need to spend more time managing day-to-day operations than their branch network counterparts. This is according to Cerulli who also reported that while advisors overall spent 21% of their time on administrative tasks such as account opening, independent advisors spent 49% more time […]

Why “Build It And They Will Come” Doesn’t Work With Advisor Technology

financial advisor technology

“When advisors see great technology, they want it. We build it, but they don’t really use it.” — Dean Zayed, CEO and Founder of Brookstone Capital Management Unlike the mysterious voice from the Kevin Costner movie Field of Dreams that said, “if you build it, they will come”, financial advisors do not always embrace new […]

4 Hurdles Bitcoin Must Overcome to be a New Asset Class

cryptocurrency asset class

In the year 1637, in what is now the Netherlands, market speculators bid up the prices for tulip bulbs to astronomical amounts.  In one alleged transaction, a single bulb of the Viceroy variety was traded for 1,000 pounds of cheese, 12 sheep and 8 pigs. The Tulip Mania, as it was later called, ended with […]

Is BlackRock-Envestnet Deal a Tipping Point for Lite Financial Planning?

What’s the best way to get financial planning functionality into the hands of more advisors? Standalone  applications, like MoneyGuide Pro and eMoney Advisor, or “lite”financial planning functionality built directly into wealth management platforms? This tug-of-war has been going on for the past few years and it looks as though we might have reached a tipping point. BlackRock […]