May 14, 2020

Discovery Data’s Bob Skea on Finding Answers in Data and Technol

May 14, 2020/ Jim Urquhart

Asset managers, wealth managers, insurance companies, and fintechs say they want data. But in reality, what they really want is answers.

April 10, 2020

A Tech-Infused Wealth Management Advisor Offering Human-Infused Advice

April 10, 2020/ Tom Groenfeldt

Personal Capital offers a free dashboard where users can pull together all their financial accounts for a holistic view of their assets and liabilities. CEO Jay Shah discusses the company’s notable growth during the past 16 months.

March 13, 2020

Supporting Human Wealth Managers in a Digital Ag

March 13, 2020/ Tom Groenfeldt

What’s the future of human wealth managers in an age of passive investing, ETFs, and robo advisors? Joe Mrak, global head of wealth management at Refinitiv, says data and analytics will allow the next generation of tech-savvy wealth managers to add value and remain relevant.

March 11, 2020

R.I.P. Wall Street Robo-Advis

March 11, 2020/ David Trainer

News of the robo-advisor’s death may be premature. But they’ll soon be under the same pressure to outperform the market as the humans they’re replacing.

March 04, 2020

Using Fintech to Empower People to Choose How to Live as They Ag

March 04, 2020/ Tom Groenfeldt

AARP is concerned about the financial well-being of people as they age, but that goes beyond Social Security and Medicare to include fintech and healthtech. Senior Vice President of Innovation and Product Development Andy Miller shares how AARP partners with start-ups and also develops products internally.

December 05, 2019

Dan Houlihan on Asset Owners’ In-Housing Investment Decision

December 05, 2019/ Tom Groenfeldt

The Head of Asset Servicing, Americas at Northern Trust discusses the trend toward bringing investment decisions in-house. The reasons relate to fees, controls, efficiencies, and investment performance. Funny, isn’t it, since those sound much like the rationale for outsourcing?