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WealthTech Insights #52 with Sherrie Grabot. American Dream Shake-Up — A Growing Number of Mainstream Citizens Need Financial Advice

Expert Interviews
14 February 2019

Is the American Dream concept still relevant? Observations show that the new generation of Americans seem to be pursuing new goals when it comes to managing capital. With Sherrie Grabot, CEO at GuidedChoice, we discussed what made Americans change their mindset, and why advisory platforms should care.
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About Us

WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

Here, you can find the latest analyses of leading WealthTech companies and principles that underlie their success in terms of the technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

Expert Interviews
14 February 2019

Sherrie Grabot

CEO at GuidedChoice

by INSART

WealthTech Insights #52 with Sherrie Grabot. American Dream Shake-Up — A Growing Number of Mainstream Citizens Need Financial Advice

Is the American Dream concept still relevant? Observations show that the new generation of Americans seem to be pursuing new goals when it comes to managing capital. With Sherrie Grabot,…
> Read Interview
Expert Interviews
13 February 2019

John Michel

CEO at CircleBlack

by INSART

WealthTech Insights #51 with John Michel: Companies Should Focus on Value, Not Price

With John Michel, CEO and founder of CircleBlack—a modern data hub that facilitates communication between advisors and investors—we discussed the prospects of mobile wealth management, the value of polishing the…
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Research and Analysis
12 February 2019

Jemstep: Robust Technology to Leverage Financial Advice

Jemstep is a wholly-owned, indirect subsidiary committed to maintaining an open investment platform for financial advisors, RIAs, IBDs, banks and insurers.
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WealthTech Weekly
11 February 2019

WealthTech Weekly February 11, 2019

by INSART

WealthTech Weekly February 11, 2019

Personal Capital raised $50 million in a Series F funding. Fidelity plans March launch of its Bitcoin custody service. 55ip's investment strategy engine is now available on the CircleBlack platform.  iCapital Network is…
> Read News
Expert Interviews
7 February 2019

Tom White

CEO at iQuantifi

by INSART

WealthTech Insights #50 with Tom White. Investment isn’t Cash; or, How Focusing on Goals Fosters Investors’ Loyalty

How can WealthTech companies win the loyalty of investors? Tom White, CEO at iQuantifi, believes that keeping the focus on goals and education is now the best way wealth management…
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Expert Interviews
5 February 2019

Matt Reiner

CEO at Wela

by INSART

WealthTech Insights #49 with Matt Reiner: Utilizing Emotion Power That Drives Investment Decisions

The passive investment market is facing reduction and fee compression, while its players are being forced to add more value on top of their service. Meanwhile, innovators are finding underestimated…
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WealthTech Weekly
4 February 2019

WealthTech Weekly February 4, 2019

by INSART

WealthTech Weekly February 4, 2019

Acorns raised $105 million in Series E funding. AdvicePay raised $2 million in seed extension funding. AdvisorEngine integrates with BNY Mellon's Pershing. Axos Financial acquires COR Clearing LLC. DriveWealth will expand its partnership…
> Read News
Expert Interviews
31 January 2019

Paul Gamble

CEO of 55ip

by INSART

WealthTech Insights #48 with Paul Gamble: Helping Financial Advisors Deliver Custom Investment Strategies at Scale

With Paul Gamble, CEO of 55ip, I spoke about the world of B2B WealthTech solutions and how they help advisors manage their businesses and serve their clients. He showed me…
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Expert Interviews
29 January 2019

Jacqueline Ko Matthews

Founder and CEO at InvestmentPOD

by INSART

WealthTech Insights #47 with Jacqueline Ko Matthews. The B2B Success Triangle: 3 Core Essentials for WealthTech Platforms

As advisors’ fees continue to be compressed, what could help them is growing in scale. With Jacqueline Ko Matthews, founder and CEO at Investment POD, we discuss how to make…
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WealthTech Weekly
28 January 2019

WealthTech Weekly January 28, 2019

by INSART

WealthTech Weekly January 28, 2019

Artivest expands alternative investment platform. Thomson Reuters Elite launches 3E in the Cloud. SelfWealth launches a new ETF targeting self-managed super funds. Wealthsimple partners with TurboTax. Entreda partners with Docupace. Advyzon integrates with Riskalyze. Nutmeg raised $58.2 million…
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Research and Analysis
24 January 2019

Ignition Advice: Australian Robo-Advisor is Going Global

Ignition Advice is a robo-advice specialist providing digital advice solutions in Australia and Europe.
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Expert Interviews
23 January 2019

Alex Chalekian

Founder and CEO at Lake Avenue Financial

by INSART

WealthTech Insights #46 with Alex Chalekian. False Trends in WealthTech: Advisor’s Perspective

It’s only rank-and-file financial advisors who really know which products they’d love to use. Many industry influencers fabricate new trends to follow. Alex Chalekian, CEO of Lake Avenue Financial, feels…
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