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Expert Interviews

Expert Interviews
7 March 2019

Mark Kritzman

CEO at Windham Labs

by INSART

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…
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Expert Interviews
28 February 2019

Evan Kulak

Co-founder of Polaris Portfolios

by INSART

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…
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Expert Interviews
14 February 2019

Sherrie Grabot

CEO at GuidedChoice

by INSART

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,…
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Expert Interviews
13 February 2019

John Michel

CEO at CircleBlack

by INSART

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…
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Expert Interviews
7 February 2019

Tom White

CEO at iQuantifi

by INSART

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…
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Expert Interviews
5 February 2019

Matt Reiner

CEO at Wela

by INSART

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…
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Expert Interviews
31 January 2019

Paul Gamble

CEO of 55ip

by INSART

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…
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Expert Interviews
29 January 2019

Jacqueline Ko Matthews

Founder and CEO at InvestmentPOD

by INSART

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…
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Expert Interviews
23 January 2019

Alex Chalekian

Founder and CEO at Lake Avenue Financial

by INSART

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…
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Expert Interviews
9 January 2019

Andrew Rudd

CEO and chairman at Advisor Software (ASI)

by INSART

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…
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