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Expert Interviews

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…

Jacqueline Ko Matthews

Founder and CEO at InvestmentPOD

WealthTech Insights #47 with Jacqueline Ko Matthews. The B2B Success Triangle: 3 Core Essentials for WealthTech Platforms

As advisors’ fees continue to be compressed, what could help them is growing in scale. With Jacqueline Ko Matthews, founder and CEO at Investment POD, we discuss how to make…

Alex Chalekian

Founder and CEO at Lake Avenue Financial

WealthTech Insights #46 with Alex Chalekian. False Trends in WealthTech: Advisor’s Perspective

It’s only rank-and-file financial advisors who really know which products they’d love to use. Many industry influencers fabricate new trends to follow. Alex Chalekian, CEO of Lake Avenue Financial, feels…

Andrew Rudd

CEO and chairman at Advisor Software (ASI)

WealthTech Insights #45 with Andrew Rudd: Few Digital Advice Products Come Near what Individuals can Provide

Andrew Rudd, CEO and chairman at Advisor Software (ASI), shared his thoughts on up-to-date WealthTech trends, as well as how historical processes have shaped the current market conditions. ASI is…

Roland Collins

CTO and Cofounder of InvestEdge

WealthTech Insights #44 with Roland Collins: The Tech Horizon and its Impact on the FinTech World

Our series on experts and their insights into the world of FinTech continues with Roland Collins, cofounder and CTO of InvestEdge. Roland talked about what he sees brewing in FinTech,…

Michel van Tol

Chief Investment Officer at Huddlestock

WealthTech Insights #43 with Michel van Tol: Benefits of Investing in Individual Stocks

Continuing on with our WealthTech Insights series, we talked to Michel van Tol, CIO at Huddlestock, a crowd-investing platform that is bringing hedge fund strategies closer to retail investors. He…