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Expert Interviews

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…

Mark Kritzman

CEO at Windham Labs

WealthTech Insights #54 with Mark Kritzman. Big Data and Analysis: Innovation vs. Convention

Can big data beat out theoretical models? Does robo risk analysis work in the real world? With Mark Kritzman, CEO at Windham Labs, we discussed where big data fits in…

Evan Kulak

Co-founder of Polaris Portfolios

WealthTech Insights #53 with Evan Kulak: The Era of Fee Transparency

I spoke to Evan Kulak, cofounder of Polaris Portfolios. Evan explained to me how the fee model that advisors use is flawed and how this may change the face of…

Sherrie Grabot

CEO at GuidedChoice

WealthTech Insights #52 with Sherrie Grabot. American Dream Shake-Up — A Growing Number of Mainstream Citizens Need Financial Advice

Is the American Dream concept still relevant? Observations show that the new generation of Americans seem to be pursuing new goals when it comes to managing capital. With Sherrie Grabot,…

John Michel

CEO at CircleBlack

WealthTech Insights #51 with John Michel: Companies Should Focus on Value, Not Price

With John Michel, CEO and founder of CircleBlack—a modern data hub that facilitates communication between advisors and investors—we discussed the prospects of mobile wealth management, the value of polishing the…

Tom White

CEO at iQuantifi

WealthTech Insights #50 with Tom White. Investment isn’t Cash; or, How Focusing on Goals Fosters Investors’ Loyalty

How can WealthTech companies win the loyalty of investors? Tom White, CEO at iQuantifi, believes that keeping the focus on goals and education is now the best way wealth management…

Matt Reiner

CEO at Wela

WealthTech Insights #49 with Matt Reiner: Utilizing Emotion Power That Drives Investment Decisions

The passive investment market is facing reduction and fee compression, while its players are being forced to add more value on top of their service. Meanwhile, innovators are finding underestimated…

Paul Gamble

CEO of 55ip

WealthTech Insights #48 with Paul Gamble: Helping Financial Advisors Deliver Custom Investment Strategies at Scale

With Paul Gamble, CEO of 55ip, I spoke about the world of B2B WealthTech solutions and how they help advisors manage their businesses and serve their clients. He showed me…