fbpx

Expert Interviews

Walter Vester

CEO at Huygens Capital

WealthTech Insights #64 with Walter Vester. How an AI-Empowered Crisis Signal Can Improve Wealth-Management Services

Technologies were invented to empower humans to do something beyond their natural abilities. If WealthTech can deliver such differentiated services, advisors will get the perfect mixture of robo and human…

Keith Gregg

Founder, Chairman, and CEO of Chalice Wealth Partners

WealthTech Insights #63 with Keith Gregg. What Trends Will We See in the Finance World over the Next 10 Years?

With Keith Gregg, Founder, Chairman, and CEO of Chalice Wealth Partners, we discuss how the demographic shift is affecting advisors. While clients are getting increasingly younger, the aging population of…

Eric Clarke

Founder and CEO of Orion Advisor Services

WealthTech Insights #62 with Eric Clarke. Overcoming Tech and Business Challenges: Best Practices for Financial Advisors

With Eric Clarke, founder and CEO of Orion Advisor Services, we discuss what advantages technologies give to advisors today. Eric explains what advisors should question when choosing technologies for their…

Michael Kitces

Partner and Director of Wealth Management at Pinnacle…

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…

Adrian Johnstone

Founder and Chief Commercial Officer of Practifi

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…

Michael Kitces

Partner and Director of Wealth Management at Pinnacle…

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…

Richard Hamm

Founder of Bristol Gate Capital Partners

WealthTech Insights #58 with Richard Hamm. How Machine Learning is Changing the Way We Invest

With Richard Hamm, founder of Bristol Gate Capital Partners, we discuss how artificial intelligence is disrupting the finance industry, what are the benefits of empirical advice, and how machines empower…

John Prendergast

Cofounder, Director, and CEO of Blueleaf

WealthTech Insights #57 with John Prendergast. The Augmented Advisor: Scaling Efficiency and Margins

How can financial platforms help advisors meet client expectations? What is the human advisor's advantage over robo-advisors? Why do advisors need to communicate frequently with their clients? With John Prendergast,…

Gavin Spitzner

Founder and President of Wealth Consulting Partners

WealthTech Insights #56 with Gavin Spitzner. The Financial Advisor of the Future

With Gavin Spitzner, President of Wealth Consulting Partners, we discussed how technology can help advisors offer better advice, improve financial wellness, reduce financial stress, and truly make a difference in…

Kendrick Wakeman

Founder & CEO at FinMason

WealthTech Insights #55 with Kendrick Wakeman. Providing Value Through Financial Clarity For Every Client

How to create a platform that streamlines advisors’ workflows and doesn’t require clients to have degrees in finance? With with Kendrick Wakeman, CEO at FinMason, we discussed how to make…
?>