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…
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…
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…
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…
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…