The post #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on Wealth Management Today and was written by Elana Iskowitz. "I feel like I've been ahead of the curve my entire career. And I don't necessarily mean that in a positive way, because we were out there selling web-based portfolio management before people really had a solid grasp on what the internet was. Like I mentioned, a lot of our challenges were describing what we […] The post #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on Wealth Management Today and was written by Elana Iskowitz.

Wealth Management Today

#ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar

The post #ItzOnWealthTech Ep. 58: Wealth Management Isn't Cool with Ned Phillips, Bambu appeared first on Wealth Management Today and was written by Elana Iskowitz. "Wealth management today is still not very cool. It's still seen as manual with a lot of friction and expensive. As a young person said to me, 'it's sold by dudes in suits'. But the perception of digital wealth has changed dramatically.  It's no longer a zero sum game. All advisors need some digital, they […] The post #ItzOnWealthTech Ep. 58: Wealth Management Isn't Cool with Ned Phillips, Bambu appeared first on Wealth Management Today and was written by Elana Iskowitz.

#ItzOnWealthTech Ep. 58: Wealth Management Isn't Cool with Ned Phillips, Bambu

The post #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera appeared first on Wealth Management Today and was written by Elana Iskowitz. This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later went on to serve as CTO of Cetera Financial Group.  Leda now runs her a consulting firm called Strategic Technology Consulting as well as her own executive coaching business, and […] The post #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera appeared first on Wealth Management Today and was written by Elana Iskowitz.

#WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera

The post #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman appeared first on Wealth Management Today and was written by Elana Iskowitz. "The trends that we're seeing right now is that the younger generation wants things to be a lot more personalized. They really don't want to be educated. They don't want to know how a Monte Carlo works and what's a capital market assumption. They just want an answer. Like, do I have enough money? Am […] The post #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman appeared first on Wealth Management Today and was written by Elana Iskowitz.

#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

The post #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones appeared first on Wealth Management Today and was written by Elana Iskowitz. "The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who've already opted into working with a human advisor, even though they're getting screwed. And so for us, this is an enormous readily available market if we can open up […] The post #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones appeared first on Wealth Management Today and was written by Elana Iskowitz.

#ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones

The post #ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross appeared first on Wealth Management Today and was written by Elana Iskowitz. "In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where there's a volatile market, you need to be able to move quickly. So I think advisors need to control the user experience and the client experience much more than […] The post #ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross appeared first on Wealth Management Today and was written by Elana Iskowitz.

#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross

The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on Wealth Management Today and was written by Craig Iskowitz. "The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from the huge run-up in stocks like Apple, Google and Amazon. The advancement of UMA technology, combined with the transfer of wealth and increased volatility that we've seen over […] The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on Wealth Management Today and was written by Craig Iskowitz.

#ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?

The post #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja appeared first on Wealth Management Today and was written by Craig Iskowitz. "The next wave of investors into digital assets, whether they're retail clients or the RIAs, also have somewhat of a different mental model. They may or may not care about the ideology or subscribe to the ideology of the Bitcoin white paper, but they are looking at this as an investment from a very pragmatic […] The post #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja appeared first on Wealth Management Today and was written by Craig Iskowitz.

#ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja

The post #ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar appeared first on Wealth Management Today and was written by Craig Iskowitz. What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry?  You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […] The post #ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar appeared first on Wealth Management Today and was written by Craig Iskowitz.

#ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar

The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on Wealth Management Today and was written by Craig Iskowitz. "Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way." — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […] The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on Wealth Management Today and was written by Craig Iskowitz.

#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna

The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on Wealth Management Today and was written by Craig Iskowitz. "After just an hour, two thirds of our short-term memory is gone, it's amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you're going to see better results." "The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […] The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on Wealth Management Today and was written by Craig Iskowitz.

#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal

The post #ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison appeared first on Wealth Management Today and was written by Elana Iskowitz. "The fiduciary model is winning and we want to ensure that we're serving advisory firms across that continuum. From our clearing business, we absolutely have an option for emerging RIAs and emerging advisors in that space." –Ben Harrison, Business Development and Relationship Management at BNY Mellon | Pershing When Ben Harrison started at Pershing Advisor […] The post #ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison appeared first on Wealth Management Today and was written by Elana Iskowitz.

#ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison

The post #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati appeared first on Wealth Management Today and was written by Craig Iskowitz. "Advisors are in the business to communicating and helping people grow and retain their assets through whatever lifestyle changes they may have. So communicating honestly and authentically is always a key." –Maree Moscati, CEO, CopyTalk Holder of FINRA Series 24, 7 & 63 licenses, Maree spent 30 years exceeding her goals as a leader in […] The post #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati appeared first on Wealth Management Today and was written by Craig Iskowitz.

#ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati

The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on Wealth Management Today and was written by Craig Iskowitz. "The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years, these firms have been able to digitally connect with their constituents." –Bill Capuzzi, CEO, […] The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on Wealth Management Today and was written by Craig Iskowitz.

#ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi

The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on Wealth Management Today and was written by Elana Iskowitz. “I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There’s some cost to all of this technology and it’s fair to say in this economy, can I skimp on […] The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on Wealth Management Today and was written by Elana Iskowitz.

#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt

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