A few weeks ago, I published a critique of Questrade’s marketing and brand promise. As the post gained traction, several people publicly commented both in support and opposition to the article, and many more reached out privately.
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More and more Financial Advisors are having to act as their own Chief Technology Officers. In order to help facilitate advisors’ efforts, I have complied a market survey of technology products that can help advisors to enable their practice.
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In this 124th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Edmond Walters, CEO and Founder of Apprise Labs, and the original Founder of eMoney. Edmond Walters talks about building both services, how Apprise Labs can be a fun tool for clients and advisors to gage financial plans and how spending impacts them, and integration with Invest Net Connect.
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On February 7th, the Globe published an article – Why Wealthsimple and robo-advisors aren’t scaring Bay Street anymore – concluding that “the robo-revolution has been a flop:” “the harsh reality is that [Wealthsimple] simply isn’t growing fast enough. Even more sobering, the whole sector is facing a reckoning.”
Since then, several people have reached out to ask my opinion of the piece. In response, I thought I would take the time to share my thoughts in this blog post.
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Summary:
In this 100th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Michael Kitces of the Nerd’s Eye View blog, XYPN, and AdvicePay, to talk about product iteration, specialization within the field of financial planning and more.
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Summary:
In this 73rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ron Carson, Founder and CEO of Carson Wealth, Carson Group, Carson Coaching, and Carson Partners, all based in the Greater Omaha Area. Ron Carson shares his accumulated wisdom as a well-known advisor, entrepreneur, thought-leader, and a New York Times Best-selling author in the financial planning space. Learn about the immense values adds that Carson offers, as well as the ways they are able to measure client behavior and financial planning.
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During the 40th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Paul Desmarais III, Chairman of Portag3 Ventures. They discuss the new technology within fintech, how Portag3 is making a difference, and how technology bridges gaps and addresses the pain points of the industry.
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