WealthTech Insights #28 with Larry Shumbres: Robo-Advisors and Machine Learning for Industry Growth

Experts Interviews
19 June 2018

With Larry Shumbres, CEO of Totum Risk, we talked about the explosion of robo-advisory services, artificial intelligence (AI), machine learning, and blockchain. Larry shared his expectations about their impact on the industry.
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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.

Experts Interviews
19 June 2018

Larry Shumbres

CEO at Totum Risk

by INSART

WealthTech Insights #28 with Larry Shumbres: Robo-Advisors and Machine Learning for Industry Growth

With Larry Shumbres, CEO of Totum Risk, we talked about the explosion of robo-advisory services, artificial intelligence (AI), machine learning, and blockchain. Larry shared his expectations about their impact on…
> Read Interview
Research and Analysis
12 June 2018

Totum Risk: Thinking Outside the Box of “Just FinTech”

Totum is the digital risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
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WealthTech Cookbook
31 May 2018

WealthTech Cookbook: CRM Software Overview

by INSART

WealthTech Cookbook: CRM Software Overview

We explore the realm of CRM software, a business-management component that helps firms handle their day-to-day operations on the customer front and analyze their relationships with clients in great detail.…
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Guest Posts
23 May 2018

Investment Methodology by Philip Wilson, AdvisoryWorld

by INSART

Investment Methodology by Philip Wilson, AdvisoryWorld

On WealthTech Club, we publish an article by Philip S. Wilson, President and CEO of AdvisoryWorld. Philip offers a rationale for creating a clear, realistic and repeatable methodology for designing and…
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Experts Interviews
17 May 2018

Josh Book

CEO of ParameterInsights

by INSART

WealthTech Insights #27 with Josh Book: Build, buy or partner? How tech engages with wealth management

Continuing the dialogue with WealthTech influencers, we spoke with Josh Book, founder and CEO of Canadian ParameterInsights, and discussed what’s trending in the market as well as the future of…
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Experts Interviews
15 May 2018

Matthew Wolniewicz

President of Fi360.

by INSART

WealthTech Insights #26 with Matt Wolniewicz: Automating tasks and adhering to the changing regulatory landscape

Matt Wolniewicz, the president of Fi360, shares his thoughts on major trends, benefits of big data analytics and artificial intelligence, FinTech companies to watch. Matt also gives some insights about…
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Experts Interviews
10 May 2018

Alexis Kalmanovitz

Founder and managing director of Zelig Associates

by INSART

WealthTech Insights #25 with Alexis Kalmanovitz: On cultural difference and high touch in wealth management

With Alexis Kalmanovitz, who specializes in financial technology focusing on enterprise services, we discuss upcoming trends in wealth management, such as digitizing the industry, big data and AI, and the…
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Experts Interviews
8 May 2018

Stephen Huppert

Head of Engagement at Optimum Pensions and Director…

by INSART

WealthTech Insights #24 with Stephen Huppert: Superannuation funds demystified

With Stephen Huppert, a Melbourne-based superannuation expert who recently started his own independent consulting practice, we discussed the difference between robo-advice and digital advice, AI, machine learning, data analytics, regulations…
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WealthTech Cookbook
3 May 2018

WealthTech CookBook. Retirement Software Overview

by INSART

WealthTech CookBook. Retirement Software Overview

Retirement planning and investment guidance is one of the most required aspects of wealth management. In the article, we provide an overview of offerings in the digital retirement advisory market…
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Experts Interviews
1 May 2018

Robert J. Stanich

Global Banking and Financial Markets Offering Manager at…

by INSART

WealthTech Insights #23 with Robert J. Stanich. Modern-day wealth management: A top-line revenue model

For this interview, we met with Robert J. Stanich, an offering manager for the wealth-management and banking arms at IBM Watson Financial Services. Here, we present his thoughts on industry…
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WealthTech Cookbook
26 April 2018

WealthTech Cookbook. Rebalancing Done Right

by INSART

WealthTech Cookbook. Rebalancing Done Right

Today, within our WealthTech Cookbook series, we are covering the rebalancing concept, since rebalancing investment vehicles is a crucial strategy if you want to find balance between risk and returns.
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WealthTech Cookbook
19 April 2018

WealthTech Cookbook. Rebalancing Software Overview

by INSART

WealthTech Cookbook. Rebalancing Software Overview

Rebalancing software is an essential part of a typical wealth manager’s toolkit. In this article, we will guide you through the most popular rebalancing suites that offer advisors a range…
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