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Guest Posts
7 November 2019

Best Interests for Advisors: Your Compliance Program’s Reality Check

by INSART

Best Interests for Advisors: Your Compliance Program’s Reality Check

Compliance norms change constantly. They change as business innovates and regulatory priorities and leadership shifts. Beth Haddock, Managing Partner at Warburton Advisers, discusses what new developments advisors should understand and…
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Research and Analysis
5 September 2019

HiddenLevers: Business Intelligence That Keeps Risk under Control

HiddenLevers is a portfolio stress testing platform for financial advisors worldwide.
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Research and Analysis
16 July 2019

InterGen Data: Predicting Life Events with AI Tech

InterGen Data is a data services provider of cloud-based artificial intelligence software solutions for the banking, financial services, and insurance industries
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Research and Analysis
28 March 2019

Bristol Gate Capital Partners: Merging Data Science and Fundamental Analysis

Bristol Gate uses machine learning in combination with fundamental analysis to construct high dividend growth portfolios.
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Research and Analysis
14 March 2019

MacroRisk Analytics: The Formula 1 of Risk Analysis

MacroRisk Analytics is a risk management platform that allows financial advisors to see the affect that the economy has on the price of assets in their clients’ portfolios.
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Expert Interviews
7 March 2019

Mark Kritzman

CEO at Windham Labs

by INSART

WealthTech Insights #54 with Mark Kritzman. Big Data and Analysis: Innovation vs. Convention

Can big data beat out theoretical models? Does robo risk analysis work in the real world? With Mark Kritzman, CEO at Windham Labs, we discussed where big data fits in…
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