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Covisum: Comprehensive Retirement Income Planning Portal

Covisum provides financial advisors with software, training and support to deliver retirement income plans.

LifeYield: Revolutionizing the Way Americans Save and Invest

LifeYield, creator of the Taxficient Score®, is the industry innovator in facilitating tax-smart, risk-smart household portfolio management.

Debunking Myths About Direct Indexing vs. ETFs

Debunking Myths About Direct Indexing vs. ETFs

Paul Gamble, CEO of 55ip, explains the benefits and advantages of index investing with ETFs. It's well-suited to active tax management, brings simplicity for the advisor and client, and enables…

Tom White

CEO at iQuantifi

WealthTech Insights #50 with Tom White. Investment isn’t Cash; or, How Focusing on Goals Fosters Investors’ Loyalty

How can WealthTech companies win the loyalty of investors? Tom White, CEO at iQuantifi, believes that keeping the focus on goals and education is now the best way wealth management…

Paul Gamble

CEO of 55ip

WealthTech Insights #48 with Paul Gamble: Helping Financial Advisors Deliver Custom Investment Strategies at Scale

With Paul Gamble, CEO of 55ip, I spoke about the world of B2B WealthTech solutions and how they help advisors manage their businesses and serve their clients. He showed me…

55ip: Intelligent, Custom, Automated Investment Strategies

55ip provides a white label, brandable investment strategy engine revolutionizing wealth management.

Alan Illing

CTO, Head of Technology at Bridge FT

WealthTech Insights #42 with Alan Illing: How the Tech Revolution is Shaping the Future of FinTech

Our series of expert insights continues with Alan Illing, CTO and head of technology at Bridge FT. In my interview with Alan, I learned a lot about his view on…

Gerard Michael

Cofounder and president at Smartleaf

WealthTech Insights #31 with Jerry Michael: Financial Advisors Moving Towards Life Coaching

With Jerry Michael, president of Smartleaf, we discussed how robo-advisory solutions impact the services that financial advisors offer, why calendar-based rebalancing are becoming inefficient, and whether robos may replace human…

Smartleaf: Automating Rebalancing to Empower Financial Advisors

Smartleaf is a rebalancing and portfolio management platform that empowers advisors to deliver more to their clients.