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Expert Interviews

Expert Interviews
28 November 2018

Roland Collins

CTO and Cofounder of InvestEdge

by INSART

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,…
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Expert Interviews
20 November 2018

Michel van Tol

Chief Investment Officer at Huddlestock

by INSART

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…
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Expert Interviews
13 November 2018

Alan Illing

CTO, Head of Technology at Bridge FT

by INSART

WealthTech Insights #42 with Alan Illing: How the Tech Revolution is Shaping the Future of FinTech

Our series of expert insights continues with Alan Illing, CTO and head of technology at Bridge FT. In my interview with Alan, I learned a lot about his view on…
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Expert Interviews
30 October 2018

Chris Costello

Cofounder, Chairman at blooom

by INSART

WealthTech Insights #41 with Chris Costello: Rebalancing and Revamping the FinTech Industry

With Chris Costello, cofounder and chairman of blooom, we discussed the current trends in financial technology, how rebalancing and tax optimization play a role in software development, and the underlying…
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Expert Interviews
25 October 2018

Adam Holt

CEO at Asset-Map

by INSART

WealthTech Insights #40 with Adam Holt: Massive Wealth Transfer Will Force Clients to Organize Lives

Our interviewee in this article is Adam Holt, CEO and Founder of the Asset-Map Platform, which builds visualizations of household members and financial instruments. In this interview, we shed light…
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Expert Interviews
23 October 2018

Dave Miller

Founder and CEO at Portfolio Pathway, LLC

by INSART

WealthTech Insights #39 with Dave Miller: Being in Business is Becoming Increasingly Expensive

With Dave Miller, founder and CEO at Portfolio Pathway, we discussed the fine points of both the industry and helping to run a successful business in wealth management. Dave shared…
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Expert Interviews
4 October 2018

Susan Glover

President at Susan Glover & Associates, LLC

by INSART

WealthTech Insights #38 with Sue Glover: Needs Should Define the Tech

Our next interview is with Sue Glover, a consultant for advisory companies. She has vast experience of working for different financial services companies in various positions. During the interview, Sue…
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Expert Interviews
27 September 2018

Aaron Klein

CEO of Riskalyze

by INSART

WealthTech Insights #37 with Aaron Klein: Risk Alignment to Help Make Investment Decisions

Continuing our series of interviews with industry leaders, I talked to Aaron Klein, CEO of Riskalyze. In the interview, we discussed the issues of risk assessment, how it can help…
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Expert Interviews
20 September 2018

Bryson Pouw

Founder and CEO of Blaze Portfolio

by INSART

WealthTech Insights #36 with Bryson Pouw: The Trajectory and Outlook for the Wealth-Management Market

I was lucky to talk to Bryson Pouw, CEO of Blaze Portfolio. In the interview, Bryson shared his opinion on the advent of blockchain in wealth management and how the…
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Expert Interviews
13 September 2018

Brian Barnes

CEO at M1 Finance

by INSART

WealthTech Insights #35 with Brian Barnes: Low-cost Digital Solutions Will Put Competitive Pressures on Banks

With Brian Barnes, CEO at M1 Finance, we talked about the role of digital interfaces in wealth management, the benefits of fractional investment, and the future of the industry overall.…
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