Toggle navigation
Join
Expert Insights
List of Experts
Expert Interviews
Guest Posts
Company Insights
List of Companies
Research and Analysis
Weekly News
Press Releases
Wealth & Technologies
Domain Knowledge
Technologies
Industry Overview
WealthTech Cookbook
WealthTech Events
About & Contact
SUBSCRIBE
Subscribe to WealthTech Club
×
SEARCH
×
#acquisitions
#activist investing
#alternative investments
#api
#architecture
#artificial intelligence
#asset allocation
#asset management
#assets and securities
#automation tools
#b2b platform
#b2b robo-advisor
#b2b2c platform
#b2c robo-advisor
#backend
#base of solutions
#behavioral analytics
#big data
#billing
#black-litterman model
#blockchain
#bnpl
#brokerage
#business challenges
#business management
#capital asset pricing model
#capital markets
#client engagement
#cloud
#communication
#community
#compliance
#continuous integration
#cost
#creator funding
#crm
#custodian
#customization
#cybersecurity
#data aggregation
#data storing
#data transformation
#database
#dev team
#development time
#digital advising
#digitization
#documenting
#Docupace
#domain knowledge
#ecosystem
#efficient frontier
#ESG
#etl
#experience in domain
#fama-french model
#financial advisor
#financial planning
#financial services
#financial terminology
#fintech
#Fintech events
#fractional investment
#fraud prevention
#frontend
#funding rounds
#industry trends
#innovation
#integration
#integrations
#investment strategy
#investor
#java
#job market
#knowledge sharing
#knowledge transfer
#leadership
#lending
#machine learning
#marketing
#microservices
#modern portfolio theory
#news
#onboarding
#partnership
#payment
#payments
#paytech
#portfolio management
#portfolio return
#portfolio variance
#post-acquisition
#ppp
#PreciseFP
#quality of development
#quantitative analisys
#rebalancing
#regulations
#reporting
#retirement platform
#risk analysis
#risk profiling
#risk tolerance
#robo-advisor
#saas
#salesforce
#security
#services
#sharpe ratio
#software development
#subscription
#sustainable investment
#tax management
#tech stack
#technologies
#time horizon
#tools
#trading
#understanding processes
#vendor
#visualization
#wealth
#wealth management
#wealthtech
#wealthtech news
#wealthtech software
#white-label software
Expert Interviews
2 February 2021
Jared Porter
Co-founder of 401GO
by
INSART
Jared Porter: About Industry Trends In 2021
We asked Jared Porter from 401GO to share what industry trends he does observe, and what major changes in the today's world may affect the wealth management industry and retirement…
> Read Interview
financial advisor
financial planning
fintech
industry trends
wealthtech software