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Industry Overview
31 March 2022

Robo-Advisors: Will Human Financial Advice Survive Investment Automation?

by INSART

Robo-Advisors: Will Human Financial Advice Survive Investment Automation?

Self-guided online services have been managing human wealth for almost 15 years. Launched the same year that crypto was created, robo-advisors managed to cement their presence in the Fintech market,…
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Research and Analysis
12 May 2021

Bambu: Building a Startup Is Like Being Thrown out of a Plane Without a Parachute

Bambu develops digital wealth management solutions for financial institutions that help their users save and invest for the future.
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Expert Interviews
7 January 2020

Edouard Legrand

Global Head of Digital at BNP Paribas Asset…

by INSART

WealthTech Insights #77 with Edouard Legrand. Differences between Startups and Enterprises: More Constraints or Opportunities?

Huge enterprises such as BNP Paribas still need for new features and innovation, so only modern, quickly evolving startups can help them implement these. Edouard Legrand, Global Head of Digital…
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Expert Interviews
1 October 2019

Robert Seidman

Offering Manager at IBM Watson Financial Services

by INSART

WealthTech Insights #71 with Rob Seidman. Commoditized Infrastructure Becomes Requisite to Focus on Customers’ Needs

What if wealth management companies were unburdened from infrastructure concerns and instead could conquer the cutting edge? With Rob Seidman, Offering Manager at Watson Financial Services, we discuss artificial intelligence,…
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Expert Interviews
30 July 2019

Robert Kirk

Founder & CEO of InterGen Data, Inc.

by INSART

WealthTech Insights #69 with Robert Kirk. Use Cases for AI Data Analysis: Marketing and Early Warning of Life Events

With Robert Kirk, Founder & CEO of InterGen Data, we discuss whether AI can help advisors more accurately predict a life event and generate better marketing to drive more onboarding…
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Expert Interviews
9 July 2019

Anders Jones

Chief Executive Officer & Co-Founder of Facet Wealth

by INSART

WealthTech Insights #66 with Anders Jones. A Sneak Peek Into the Future of Finance and FinTech

With Anders Jones, CEO of Facet Wealth, we talk about the future of finance and FinTech. What troubles may robo-advisers bring and why the move to complete planning approach is…
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Expert Interviews
20 June 2019

Hailin Li

CEO and Founder of Advyzon

by INSART

WealthTech Insights #65 with Hailin Li. How Can WealthTech Companies Stay Afloat in the Growing Market?

Technology and increased demand for features are driving change. Will you sink or swim? With Hailin Li, CEO and Founder of Advyzon, we discuss how WealthTech companies use AI and…
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Expert Interviews
13 June 2019

Walter Vester

CEO at Huygens Capital

by INSART

WealthTech Insights #64 with Walter Vester. How an AI-Empowered Crisis Signal Can Improve Wealth-Management Services

Technologies were invented to empower humans to do something beyond their natural abilities. If WealthTech can deliver such differentiated services, advisors will get the perfect mixture of robo and human…
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Expert Interviews
6 June 2019

Keith Gregg

Founder, Chairman, and CEO of Chalice Wealth Partners

by INSART

WealthTech Insights #63 with Keith Gregg. What Trends Will We See in the Finance World over the Next 10 Years?

With Keith Gregg, Founder, Chairman, and CEO of Chalice Wealth Partners, we discuss how the demographic shift is affecting advisors. While clients are getting increasingly younger, the aging population of…
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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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