fbpx

WealthTech Insights #74 with Joe Elsasser. The Future of Financial Advisors Is Technology Augmented

Expert Interviews
12 November 2019

In the next five to ten years, the role of the financial advisor—the human advisor—is going to be more and more technology augmented. With Joe Elsasser, CFP®, President and Founder of Covisum®, we discuss if advisors need such a shift and how WealthTech solutions can make such a future become reality.
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
12 November 2019

Joe Elsasser, CFP®

President and Founder of Covisum®

by INSART

WealthTech Insights #74 with Joe Elsasser. The Future of Financial Advisors Is Technology Augmented

In the next five to ten years, the role of the financial advisor—the human advisor—is going to be more and more technology augmented. With Joe Elsasser, CFP®, President and Founder…
> Read Interview
WealthTech Weekly
11 November 2019

WealthTech Weekly November 11, 2019

by INSART

WealthTech Weekly November 11, 2019

Infinex partners Jemstep. Bridge Financial Technology and Wealthbox CRM integrate and partner. AdvicePay and Valmark announced a new strategic partnership. StratiFi Technologies integrates with SS&C's Black Diamond Wealth Platform. Envestnet adds Yodlee FinApps…
> Read News
Guest Posts
7 November 2019

Best Interests for Advisors: Your Compliance Program’s Reality Check

by INSART

Best Interests for Advisors: Your Compliance Program’s Reality Check

Compliance norms change constantly. They change as business innovates and regulatory priorities and leadership shifts. Beth Haddock, Managing Partner at Warburton Advisers, discusses what new developments advisors should understand and…
> Read Article
WealthTech Weekly
4 November 2019

WealthTech Weekly November 4, 2019

by INSART

WealthTech Weekly November 4, 2019

Chalice and Succession Link are now both available through a single sign-on. TradeZero America has signed Apex Clearing to enhance its brokerage functions. eMoney integrates with TD Ameritrade Institutional’s Veo One. Tradier Brokerage…
> Read News
Expert Interviews
29 October 2019

Sean Brown

President and Chief Executive Officer at YCharts

by INSART

WealthTech Insights #73 with Sean Brown. How can WealthTech better enable Advisers?

With Sean Brown, President and Chief Executive Officer at YCharts, we discuss how the role of a financial advisor has changed and what WealthTech companies should offer them. Sean believes…
> Read Interview
WealthTech Weekly
28 October 2019

WealthTech Weekly October 28, 2019

by INSART

WealthTech Weekly October 28, 2019

WealthBar acquired Snap Projections. Human Interest partners with Zenefits. Timeline integrates with SS&C’s Black Diamond® Wealth Platform. iCapital Network and Schwab Advisor Services announced an expanded relationship. First Rate relaunches its OnPoint solution. InvestCloud released…
> Read News
Guest Posts
24 October 2019

Top 5 Questions Financial Advisors Should Ask Themselves

by INSART

Top 5 Questions Financial Advisors Should Ask Themselves

Technology plays an increasingly important role in how financial advisors run their businesses. Investing in technology tools should be a key part of their business plan. Greg Friedman, MS, CFP®,…
> Read Article
WealthTech Weekly
21 October 2019

WealthTech Weekly October 21, 2019

by INSART

WealthTech Weekly October 21, 2019

Whealthcare Planning was recognized as Technology Thought Leadership by wealthmanagement.com. Facet Wealth was selected as DSASD's preferred partner. GeoWealth adds a series of models from Fidelity Investments to its model marketplace. Copytalk joined with Redtail.…
> Read News
Industry Overview
17 October 2019

Cloud Security in FinTech. What to Consider?

by INSART

Cloud Security in FinTech. What to Consider?

For the financial industry, information security is crucial. Even a single data leak can cost billions, not to mention lost resources on fixing the flaw and the company’s reputation. In…
> Read Article
Expert Interviews
15 October 2019

Catherine Clay

SVP, Global Head of Information Solutions at Cboe…

by INSART

WealthTech Insights #72 with Catherine Clay. Why Would Fintechs Collaborate with Big Corporations?

With Catherine Clay, SVP, Global Head of Information Solutions at Cboe Global Markets, we discuss pros and cons of merging fintechs. Should a financial institution acquire a startup that's running…
> Read Interview
WealthTech Weekly
14 October 2019

WealthTech Weekly October 14, 2019

by INSART

WealthTech Weekly October 14, 2019

UPS, Mastercard, Etsy, Brightside, Arizona State University, and Acorns join BlackRock’s Emergency Savings Initiative. Tradeweb Markets is collaborating with Cassini Systems and OpenGamma. Broadridge is to acquire Fi360. RetireUp is part of LPL…
> Read News
Guest Posts
10 October 2019

5 Biggest Lessons Learned From Coaching 250+ Financial Advisors

by INSART

5 Biggest Lessons Learned From Coaching 250+ Financial Advisors

The digital world we live in today has played - and will continue to play - a large part in how prospects find, select, and hire you to be their…
> Read Article