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WealthTech Weekly
3 June 2022

WealthTech Weekly June 3, 2022

by INSART

WealthTech Weekly June 3, 2022

Get in sync with bold moves, unexpected partnerships, and latest trends in Wealthtech. This week our spotlight is on Worldline, M1 Finance, iCapital, Fidelity, LevelField, AdvisorEngine, Pix, and data storage…
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Research and Analysis
16 July 2020

Twenty Over Ten: How to conduct business as usual when life is anything but usual?

Twenty Over Ten is a digital marketing platform for the modern advisor.
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Industry Overview
31 March 2020

Communication Strategies for Client Retention: Best Practices

by INSART

Communication Strategies for Client Retention: Best Practices

Communication is the best remedy against panic. Fintechs can help stabilize the market by addressing fear. In this piece, we’ve gathered some thoughts and examples of what techniques you can…
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Industry Overview
21 December 2018

A Moment Away From 2019: WealthTech Flashbacks

by INSART

A Moment Away From 2019: WealthTech Flashbacks

This year was full of great moments, meetings, partnerships, and breakthrough insights. Before we close this chapter and start the new one, it’s worth looking back at 2018 from the…
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Expert Interviews
17 May 2018

Josh Book

CEO of ParameterInsights

by INSART

WealthTech Insights #27 with Josh Book: Build, buy or partner? How tech engages with wealth management

Continuing the dialogue with WealthTech influencers, we spoke with Josh Book, founder and CEO of Canadian ParameterInsights, and discussed what’s trending in the market as well as the future of…
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Expert Interviews
10 May 2018

Alexis Kalmanovitz

Founder and managing director of Zelig Associates

by INSART

WealthTech Insights #25 with Alexis Kalmanovitz: On cultural difference and high touch in wealth management

With Alexis Kalmanovitz, who specializes in financial technology focusing on enterprise services, we discuss upcoming trends in wealth management, such as digitizing the industry, big data and AI, and the…
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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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Industry Overview
22 February 2018

Digital and Robo in Wealth Management: What’s the Difference?

by INSART

Digital and Robo in Wealth Management: What’s the Difference?

During our ongoing discussions with top-notch industry leaders who are reshaping the wealth management landscape, we often touch on digital advice. Here, we present some of our picks in terms…
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Industry Overview
19 September 2017

WealthTech Growth: Reasons and Prospects for Digital Transformation

by INSART

WealthTech Growth: Reasons and Prospects for Digital Transformation

These days, tech companies are helping the asset-management industry embrace the digital transformation to lower operational costs, become more tech-savvy, and add more personalization to stand out from the crowd.…
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