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Expert Interviews

Expert Interviews
22 August 2017

Mark Fordree

CEO and founder of Ignition Wealth

by INSART

WealthTech Insights #14 with Mark Fordree: Australian Outlook on Financial Robo-Advice

We discussed with Mark the differences and similarities of wealth management players in Australia compared to the US and the UK; his opinion on the future of robo-advisory; and ways…
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Expert Interviews
17 August 2017

Darren Duffy

Head of Wealth Management Business Solutions at Thomson Reuters

by INSART

WealthTech Insights #13 with Darren Duffy, Thomson Reuters: Cognitive Computing can Reshape the Industry

We discussed with Darren the role of digital advice in modern asset management, how advisors can benefit from technology advancement, and the various approaches financial advisors can use to cater…
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Expert Interviews
15 August 2017

Florian M. Spiegl

Co-founder and COO of Hong Kong-based FinFabrik

by INSART

WealthTech Insights #12 with Florian M. Spiegl: Robo-Advisors and Active Investing

With Florian, we discussed recent industry changes, impact of AI and blockchain on the further growth. Florian shared his ideas about competition between Chinese and West robo-advisors and pointed out…
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Expert Interviews
10 August 2017

Ryan Shanks

Founder & CEO of Finetooth Consulting

by INSART

WealthTech Insights #11 with Ryan Shanks: High-Tech and High-Touch Model Drives Retention

We discuss factors of growth in WealthTech and their impact on the whole industry; competition between humans and robo-advisors; the challenges of Big Data; and calculating risk tolerance. In addition,…
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Expert Interviews
3 August 2017

Jeremy Floyd

CEO, President at Finworx

by INSART

WealthTech Insights #10 with Jeremy Floyd: Communication is Essential when Dealing with Wealth

We discussed with Jeremy the role robo-advisory is going to play in the niche’s transformation and problems WealthTech will have to overcome. He explains how communication can add up to…
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Expert Interviews
24 July 2017

Alex Chalekian

Founder and CEO at Lake Avenue Financial

by INSART

WealthTech Insights #9 with Alex Chalekian: Future of Robo-advisors and Financial Advisors

Alex shares his views on the future for financial advisors depending on whether they take advantage of using robo-advisors; what types of robo-advising platforms may be most useful for his…
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Expert Interviews
13 July 2017

Michael Thrasher

Reporter at wealthmanagement.com (WM)

by INSART

WealthTech Insights #8 with Michael Thrasher: Technology and Financial Services Take Advantage of Each Other

We asked Michael Thrasher about his vision on WealthTech development, knowledge gap between financial and technology experts; we discussed innovations and potential industry changes in the near future.
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Expert Interviews
4 July 2017

John Logan

Founder, CEO, and Chairman of SafeGuard Guaranty Corporation

by INSART

WealthTech Insights #7 with John Logan: AI and Blockchain in Wealth Management

John outlines his vision of recent transformations in wealth management and whether they will affect financial advisors; we discuss whether and how artificial intelligence (AI) and blockchain will impact further…
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Expert Interviews
30 June 2017

Cindy Taylor

President at Fintegration and Publisher of FintekNews

by INSART

WealthTech Insights #6 with Cindy Taylor: Tech-Savvy Wealth Managers and Software Engineers Informed About Capital Markets

Cindy shares some insights about the industry on a scale, as well as what’s been trending recently. We discuss how major players of the niche interact with each other, and…
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Expert Interviews
22 June 2017

Dan Sondhelm

CEO of Sondhelm Partners

by INSART

WealthTech Insights #5 with Dan Sondhelm: Industry Prospects and Attracting Millennials

Dan is a recognized business growth expert for financial companies. In this interview, Dan comments on recent changes in wealth management, discusses threats, opportunities, and prospects that technologies bring to…
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