Experts Interviews

Susan Glover

President at Susan Glover & Associates, LLC

WealthTech Insights #38 with Sue Glover: Needs Should Define the Tech

Our next interview is with Sue Glover, a consultant for advisory companies. She has vast experience of working for different financial services companies in various positions. During the interview, Sue…

Aaron Klein

CEO of Riskalyze

WealthTech Insights #37 with Aaron Klein: Risk Alignment to Help Make Investment Decisions

Continuing our series of interviews with industry leaders, I talked to Aaron Klein, CEO of Riskalyze. In the interview, we discussed the issues of risk assessment, how it can help…

Bryson Pouw

Founder and CEO of Blaze Portfolio

WealthTech Insights #36 with Bryson Pouw: The Trajectory and Outlook for the Wealth-Management Market

I was lucky to talk to Bryson Pouw, CEO of Blaze Portfolio. In the interview, Bryson shared his opinion on the advent of blockchain in wealth management and how the…

Brian Barnes

CEO at M1 Finance

WealthTech Insights #35 with Brian Barnes: Low-cost Digital Solutions Will Put Competitive Pressures on Banks

With Brian Barnes, CEO at M1 Finance, we talked about the role of digital interfaces in wealth management, the benefits of fractional investment, and the future of the industry overall.…

Marc R. Butler

COO at BNY Mellon’s Albridge

WealthTech Insights #34 with Marc Butler: Technology Helps, but does not Replace, Financial Advisors

With Marc Butler, COO at BNY Mellon’s Albridge, we discussed how technology is changing the industry’s focus from financial advisors to investors. Marc also shared his vision of what FinTech…

Sameer Jain

Founder and CEO at ActiveAllocator

WealthTech Insights #33 with Sameer Jain: Technology Driven Personalization and Disruption

For this interview we met with Sameer Jain, Founder and CEO of ActiveAllocator. During the interview, Sameer shared his thoughts on the latest trends and challenges in the wealth management…

Luca Merolla

CEO at Guruvest

WealthTech Insights #32 with Luca Merolla: The Robo-Advisor of the Future Will Hold No Assets

With Luca Merolla, startup advisor and CEO of Guruvest, an open investment platform, we discussed the biggest trends in trading strategies and robo-advisor technology, we also talked about problems of…

Gerard Michael

Cofounder and president at Smartleaf.

WealthTech Insights #31 with Jerry Michael: Financial Advisors Moving Towards Life Coaching

With Jerry Michael, president of Smartleaf, we discussed how robo-advisory solutions impact the services that financial advisors offer, why calendar-based rebalancing are becoming inefficient, and whether robos may replace human…

Lori Hardwick

Founder and President at AI Labs

WealthTech Insights #30 with Lori Hardwick: How to Build a Strong Network in the Industry

Lori Hardwick is a prominent leader in financial services with over 25 years of experience in the industry. With Lori, we discussed trends, problems, and opportunities in the industry, and…

Lowell Putnam

Cofounder and CEO at Quovo

WealthTech Insights #29 with Lowell Putnam: Automated Solutions Eliminate the Human Component

With Lowell Putnam, co-founder and CEO at Quovo, we discussed trends disrupting the wealth-management industry, peculiarities of working with FinTech startups and financial enterprises, and expectations about the industry’s future.