WealthTech ClubYour Developers Need FinTech Knowledge — Or Everything will Take up to 50% LongerIn technology companies, CTOs often believe that the main requirement for developers is technology expertise. That’s not quite right. We…Jan 15, 2019Jan 15, 2019
WealthTech ClubWealthTech Insights #38 with Sue Glover: Needs Should Define the TechOur next interview in the WealthTech Insights series is with Sue Glover, a consultant for advisory companies who selects tech solutions…Dec 15, 2018Dec 15, 2018
WealthTech ClubTradier: Democratizing Brokerage Services using APIsSite: https://tradier.com/Dec 12, 2018Dec 12, 2018
WealthTech ClubWealthTech Insights #37 with Aaron Klein: Risk Alignment to Help Make Investment DecisionsAaron Klein CEO of Riskalyze.Dec 8, 2018Dec 8, 2018
WealthTech ClubAlkanza: Customization, Gamification, and Behavioral ScienceWebsite: alkanza.usDec 5, 2018Dec 5, 2018
WealthTech ClubWealthTech Insights #36 with Bryson Pouw: The Trajectory and Outlook for the Wealth-Management…Continuing our series of interviews with wealth-industry gurus, I traveled to Chicago to meet Bryson Pouw. Bryson created Blaze Portfolio…Dec 1, 2018Dec 1, 2018
WealthTech ClubRiskalyze: Risk Alignment to Help Advisors Serve Their ClientsWebsite:www.riskalyze.com/Nov 28, 2018Nov 28, 2018
WealthTech ClubWealthTech Insights #35 with Brian Barnes: Low-cost Digital Solutions Will Put Competitive…Our next speaker in the WealthTech Insights series is Brian Barnes, chief executive officer (CEO) at M1 Finance, an automated investment…Nov 24, 2018Nov 24, 2018
WealthTech ClubWealthTech Insights #34 with Marc Butler: Technology Helps, but does not Replace, Financial…To meet with Marc Butler, chief operating officer at BNY Mellon’s Albridge, We went to Pennington, New Jersey. Marc is a FinTech executive…Nov 21, 2018Nov 21, 2018
WealthTech ClubFutureAdisor: Plan for Your Future IntelligentlySite: futureadvisor.comNov 17, 2018Nov 17, 2018
