Merrill Lynch

Winners of Wealthtech

#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

“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 …

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invest 2015 conference

Too Digital to Fail: InVest 2015 Conference – Day 2 Summary

While the first day of the In|Vest 2015 Conference was devoted to startups and their potential to disrupt the traditional financial services landscape, day two turned the tables and gave the too-big-to-fail banks and other large wealth management firms a chance to show off their digital mojo and explain why they won’t be the ones to become disrupted. After …

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One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems

“Eventually, all things merge into one, and a river runs through it.” — Norman Maclean, Author In the past decade, we have seen consolidation across a wide swatch of the technology landscape. Cars have merged with computers to be able to drive themselves, televisions have merged with the Internet to offer more entertainment choices and …

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