fbpx

WealthTech Insights #61 with Michael Kitces. Why Big Data and Blockchain Won’t Affect the Average Advisor

Expert Interviews
23 May 2019

Using behavior analytics to predict user behavior and select more accurate financial strategies has been a hot topic in recent years. But Michael Kitces says that when it’s applied to individual advisors, big data isn’t that useful. Learn why from the interview.
Read Interview

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
23 May 2019

Michael Kitces

Partner and Director of Wealth Management at Pinnacle…

by INSART

WealthTech Insights #61 with Michael Kitces. Why Big Data and Blockchain Won’t Affect the Average Advisor

Using behavior analytics to predict user behavior and select more accurate financial strategies has been a hot topic in recent years. But Michael Kitces says that when it’s applied to…
> Read Interview
Technologies
21 May 2019

Pitfalls of Integrating WealthTech Platforms

by INSART

Pitfalls of Integrating WealthTech Platforms

The industry requires all FinTech players to be flexible, integrable, and snap-in. In this article, we pay attention to integrating platforms through API because it’s the most widespread type among…
> Read Article
WealthTech Weekly
20 May 2019

WealthTech Weekly May 20, 2019

by INSART

WealthTech Weekly May 20, 2019

Chalice partners with Riskalyze, NRS and WeWork. BlackRock acquired eFront. Wealthbox CRM integrates with the Black Diamond Wealth Platform. Nest Wealth acquires Alberta-based Razor Logic Systems. North Capital builds free financial planning platform. Atria…
> Read News
Expert Interviews
16 May 2019

Adrian Johnstone

Founder and Chief Commercial Officer of Practifi

by INSART

WealthTech Insights #60 with Adrian Johnstone. How Can Advisors Improve Their Business Practices?

Generally, people fantasize about making more money. Nobody fantasizes about working hard and seeking out talented individuals to help them grow. With Adrian Johnstone, Founder and Chief Commercial Officer of…
> Read Interview
Expert Interviews
14 May 2019

Michael Kitces

Partner and Director of Wealth Management at Pinnacle…

by INSART

WealthTech Insights #59 with Michael Kitces. The Golden Age of the Independent Advisor

With Michael Kitces, we discuss pains in the advisory space. How is technology helping advisors, and why it’s not doing everything they expect it to do? Will technology improve workflows…
> Read Interview
WealthTech Weekly
13 May 2019

WealthTech Weekly May 13, 2019

by INSART

WealthTech Weekly May 13, 2019

Jemstep launches the Jemstep Advisor Pro App on Salesforce AppExchange. SoFi announced a new ETF product focused on the gig economy. OpenInvest launches a new tool for financial advisors. BlackRock and Envestnet…
> Read News
Research and Analysis
9 May 2019

Practifi: Intercontinental Business Management for the Modern Advisor

Practifi is the business management platform for financial advice, retirement and insurance.
> Read Research
Domain Knowledge
7 May 2019

The “What” and “How” of Visualizing Investments

by INSART

The “What” and “How” of Visualizing Investments

In wealth management, visualization is more than just displaying data. It helps with analyzing and interpreting data. In the article, we discuss several important aspects that are worth considering when…
> Read Article
WealthTech Weekly
6 May 2019

WealthTech Weekly May 6, 2019

by INSART

WealthTech Weekly May 6, 2019

E*TRADE's customers will trade Bitcoin and Ethereum. Interactive Brokers combines Watchlists & Scanners. Envestnet announced new analytical tools. AdvisorEngine announced deeper Junxure integrations. Broadridge acquires Rockall Technologies. IBM collaborates with Thomson Reuters. Guideline…
> Read News
Research and Analysis
2 May 2019

Halbert Hargrove: Providing Wealth Advisory Services since 1933

Halbert Hargrove provides a goals-directed planning process for wealthy families and individuals.
> Read Research
Research and Analysis
30 April 2019

TradingView: Feature-Rich Online Financial Platform

TradingView is an advanced financial visualization platform with the ease of use of a modern website. It is the most active social network for traders and investors.
> Read Research
WealthTech Weekly
29 April 2019

WealthTech Weekly April 29, 2019

by INSART

WealthTech Weekly April 29, 2019

Xignite partnered with StockCharts.com. SmartRIA integrates with SS&C’s Black Diamond Wealth Platform. 55ip partnered with Shareholders Service Group. Docupace integrates with FundKeeper. TradePMR is rolling out new augmented reality technology. Wealthfront is increasing…
> Read News
?>