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Expert Interviews
25 July 2019

Brian McLaughlin

CEO of Redtail

by INSART

WealthTech Insights #68 with Brian McLaughlin. Artificial Intelligence in Fintech – No Longer Just Hype

The AI revolution is coming in the form of machine-learning algorithms such as chatbots and smart data extrapolation, which can be used to analyze information and provide insights. Brian McLaughlin,…
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Expert Interviews
5 June 2019

Eric Clarke

Founder and CEO of Orion Advisor Services

by INSART

WealthTech Insights #62 with Eric Clarke. Overcoming Tech and Business Challenges: Best Practices for Financial Advisors

With Eric Clarke, founder and CEO of Orion Advisor Services, we discuss what advantages technologies give to advisors today. Eric explains what advisors should question when choosing technologies for their…
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Expert Interviews
23 May 2019

Michael Kitces

Partner and Director of Wealth Management at Pinnacle…

by INSART

WealthTech Insights #61 with Michael Kitces. Why Big Data and Blockchain Won’t Affect the Average Advisor

Using behavior analytics to predict user behavior and select more accurate financial strategies has been a hot topic in recent years. But Michael Kitces says that when it’s applied to…
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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
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
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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Research and Analysis
2 August 2018

Hydrogen’s REST APIs: Sophisticated FinTech Apps Made Simple

The Hydrogen platform features powerful REST APIs with modules built for fintech.
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Expert Interviews
19 June 2018

Larry Shumbres

CEO at Totum Risk

by INSART

WealthTech Insights #28 with Larry Shumbres: Robo-Advisors and Machine Learning for Industry Growth

With Larry Shumbres, CEO of Totum Risk, we talked about the explosion of robo-advisory services, artificial intelligence (AI), machine learning, and blockchain. Larry shared his expectations about their impact on…
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Research and Analysis
21 November 2017

Hedgeable: Artificial Intelligence and Communication

Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.
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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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