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Expert Interviews

Expert Interviews
8 May 2018

Stephen Huppert

Head of Engagement at Optimum Pensions and Director…

by INSART

WealthTech Insights #24 with Stephen Huppert: Superannuation funds demystified

With Stephen Huppert, a Melbourne-based superannuation expert who recently started his own independent consulting practice, we discussed the difference between robo-advice and digital advice, AI, machine learning, data analytics, regulations…
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Expert Interviews
1 May 2018

Robert J. Stanich

Global Banking and Financial Markets Offering Manager at…

by INSART

WealthTech Insights #23 with Robert J. Stanich. Modern-day wealth management: A top-line revenue model

For this interview, we met with Robert J. Stanich, an offering manager for the wealth-management and banking arms at IBM Watson Financial Services. Here, we present his thoughts on industry…
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Expert Interviews
9 January 2018

Bryan Sachdeva

Vice President of Wealth Management Solutions at NexJ Systems

by INSART

WealthTech Insights #22 with Bryan Sachdeva: Highly Personalized Experience will define the Industry Winners

With Bryan, I discussed global trends in wealth management and how these differ around the world, and tapped into the persisting debate about humans and robo components in the industry…
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Expert Interviews
7 December 2017

Bertrand Rassat

Director of TradingScreen SA (Suisse)

by INSART

WealthTech Insights #21 with Bertrand Rassat: Regulations as Industry Drivers

An interview with Bertrand Rassat, Managing Director Wealth Management Division & Director of TradingScreen SA (Suisse). Bertrand is an expert in wealth management and technological disruption. He compares the European…
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Expert Interviews
17 October 2017

Jeff Marsden

Chief Product & Strategy Officer at Xtiva Financial Systems

by INSART

WealthTech Insights #20 with Jeff Marsden: Robo-Advisors Bring Leverageable Advantage to the Advisor Marketplace

Jeff shares his vision of the wealth market in the US, UK, and Canada, and expresses his expectations of using big data analytics and the benefits this may bring. We…
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Expert Interviews
4 October 2017

Boris Khazin

CEO at Algo-Lead

by INSART

WealthTech Insights #19 with Boris Khazin: Blockchain and Algorithmic Future

With Boris, we discussed trends and prospects of the wealth management industry, the promise of blockchain, and how the industry is being changed by technology percolation. Boris also shared his…
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Expert Interviews
21 September 2017

Priya Malani

Founding Partner at Stash Wealth

by INSART

WealthTech Insights #18 with Priya Malani: Psychology and Therapy in Financial Planning

Priya shares her ideas about robo-advising solutions and what approaches each generation uses to select a financial advisor. She also names the companies she feels are most innovative and describes…
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Expert Interviews
13 September 2017

Paolo Sironi

FinTech Thought Leader at IBM Watson Financial Services

by INSART

WealthTech Insights #17 with Paolo Sironi: Financial Psychology and the Winning Model for Robo-Advisors

With Paolo, we discuss current trends in investment management, particularly problems and prospects of robo-advising. In addition, Paolo shared his vision of the European, US, and Australian financial markets and…
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Expert Interviews
31 August 2017

Patrick Herrington

CCO and COO at Appleseed Capital

by INSART

WealthTech Insights #16 with Patrick Herrington: Can Robo Solutions Maintain Relationships with Multiple Generations in a Family?

Patrick shares his vision of prospects of robo-advisor solutions and describes an ideal robo-advisor platform for his firm. We discuss whether financial advice can ever be fully automated, and the…
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Expert Interviews
24 August 2017

Min Zhang

CEO and co-founder of Totum Wealth

by INSART

WealthTech Insights #15 with Min Zhang: Don’t Lose on the Questionnaire, the First Impression

With Min, we discussed how advisors can win the client conversation by harnessing the power of client data with an engaging experience. We also spoke about robo-advisory and whether it…
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