Podcasts about digital advice

Subscribe to Receive Venkat's Weekly Newsletter Digital SAT is here. Today we feature 2 high school seniors, Eva and Emily from Jenks High School to share their experiences with the Digital SAT. They talk about the structure of the test, how they prepared for it, The differences between the Paper and Digital Test, and their Advice for Juniors. Topics discussed in this episode: Introducing Eva Mahajan, Emily Seo, Jenks High School [] Digital SAT Overall Experience  [] Setup [] Parts of the Test [] Dynamic Modules [] Eva “Prefers Paper” [] Scratch Paper [] Practice Tests [] Differences between the Practice and Real Test [] Paper versus Digital [] Advice for Juniors [] Retaking the Test? [] Our Guests: Eva Mahajan and Emily Seo, Senior Jenks High School, Tulsa OK. Memorable Quote: “So first I would tell them to take as many practice tests as possible, because that's how I like to study. And I soon learned the grammar patterns and the formatting pretty well. And then I would also say, Make sure not to cram study the day or even week before, and to create a schedule over a longer period of time.” Emily Seo. Episode Transcript: Please visit Episode Transcript. Calls-to-action: Follow us on Instagram. To Ask the Guest a question, or to comment on this episode, email podcast@almamatters.io. Subscribe or Follow our podcasts at any of these locations: Apple Podcasts, Spotify and others.

Offering automated advice alongside a firm's normal proposition can be a good way to attract younger investors, but there are a few things advisers should consider before building and running such a service.We speak to James Anderson, IFA at Westminster Wealth and CEO of digital advice service AllAdvised and Peter Ridlington, CEO & founder of Ningi, about what it takes for SMEs to offer digital advice. Hosted on Acast. See acast.com/privacy for more information.

Irit Eizips has been in and around CS for a long time. From being in on the ground floor at Gainsight to running her very successful consultancy, she has been a staple in the CS community and consistently produces fantastic content that we all benefit from! In this episode, we get into: Irit's days at the early-stage Gainsight and the culture of startupsHer home in consulting (CSM Practice) vs. being a full time employeeBeing part of CS from the ground floorThe advancement of CS to where certification and degree programs have enabled college grads an entry into the fieldDigital motions should support the work of humans in CSImplementing too much digital without touchpoints along the way can actually have negative customer implicationsIdentifying risk in customers who are disengaging with digital programsOver-use of email via redundancy and simultaneous emails from multiple organizationsThe use of avatars in digital for communications to make things more fun when appropriateProtecting revenue and expansion via process automations to flag risk early before renewal and even close it earlyA few examples of great digital motions and practical advice around designing themDesigning digital-first motions with client outcomes & a customer journey front and centerLoads of great info in this one. Enjoy! I know I sure did...Irit's LinkedIn: https://www.linkedin.com/in/eizips/CSM Practice: https://www.csmpractice.com/CSM Practice YouTube Channel: https://www.youtube.com/c/CSMPracticeResources:Seven Pillars of Customer Success by Wayne McCulloch: https://amzn.to/3TLXYogCCO Playbook by Rod Cherkas: https://amzn.to/3TLXYogOnboarding Matters by Donna Webber: https://amzn.to/3TRk9cuShoutout:Yair Bortinger: https://www.linkedin.com/in/yair-bortinger/Yair's episode on CSM Practice Podcast: https://www.youtube.com/watch?v=4pwj634-qu0+++++++++++++++++Support the show+++++++++++++++++Like/Subscribe/Review:If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. Website:For more information about the show or to get in touch, visit DigitalCustomerSuccess.com. Buy Alex a Cup of Coffee:This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcspThank you for all of your support!The Digital Customer Success Podcast is hosted by Alex Turkovic

At FAAA Congress 2023, Fraser jack talks to Jacqui Henderson and Ashley Mahadeea on Digital Advice and A.I. in financial advice.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss the rise of digital advice in the financial services industry. With over 30 years of experience in the financial services industry, Mr Haramis provides valuable insights into the development and growth of digital advice, and why incorporating digital advice into advisory firms' business models will be essential moving forward. Listen as they discuss: The key benefits of using digital advice platforms for advisory firms. The importance of digital advice in addressing intergenerational wealth transfer. How digital advice underpins many of the recommendations in the Quality of Advice Review, and more.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Hans Egger, founder and managing director of Astute Wheel, to discuss how digital advice can enhance the client-adviser relationship. Mr Egger explains how digital advice is a much broader term than robo-advice, and how implementing tech-driven solutions can provide efficiencies and ease the challenges financial advisers face. He also touches on the key benefits of using technology in financial advice, including its ability to bring financial plans to life, and the crucial role of technology in improving the adviser-client relationship. Finally, Mr Egger talks about Astute Wheel's approach to digital advice and the value of client portals, before predicting where digital advice is heading over the next few years.

In this episode of the ifa Show, Keith Ford is joined by the CEO of moneyGPS and accountantsGPS, George Haramis, to discuss the impact of the government's response to the Quality of Advice Review (QAR) and the future of digital advice in Australia. Mr Haramis touches on the progress of the proposed digital advice association and whether the government's slow progress on the QAR has had an impact. He also covers the role of super funds in advice and whether they can plug the advice gap, as well as exploring some of the broader impacts of the QAR, such as the yet-to-be accepted good advice standard. Mr Haramis then touches on Treasury roundtables and the outcomes from government consultations before explaining moneyGPS's white label digital advice product for super funds, boutique AFSLs, larger AFSLs, and accounting firms.

George Haramis, CEO of moneyGPS and accountantsGPS, joins the SMSF Adviser Show to discuss the impact of the government's response to the Quality Advice Review (QAR) and the future of digital advice in Australia. Mr Haramis touches on the progress of the proposed digital advice association and whether the government's slow progress on the QAR has had an impact. He also covers the role of super funds in advice and whether they can plug the advice gap, as well as exploring some of the broader impacts of the QAR such as the yet-to-be-accepted good advice standard. Mr Haramis then touches on moneyGPS's white label digital advice product for super funds, boutique AFSLs, larger AFSLs and accounting firms before giving a preview of what to expect at the SMSF Adviser Technical Strategy Day 2023.

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by George Haramis, co-founder and chief executive of moneyGPS. Mr Haramis discusses what led to the formation of the Australian Digital Advice Association (ADAA), which includes moneyGPS, abrdn, Ignition Advice and Advice Intelligence, as well as how the process is progressing and the goals of the association. He addresses concerns that the advice profession has about digital advice, pointing out that with the dwindling adviser numbers, technology can help streamline the process of advice and allow advisers to service more clients. The pair also cover some of the Quality of Advice Review recommendations, including around superannuation funds offering personal advice and the ability to offer compliant advice through technology. Mr Haramis will join a panel with the ADAA's other founders at this year's Adviser Innovation Summit to discuss their goals, and how a unified and coordinated voice for digital providers can revolutionise the industry. To secure your ticket to the Adviser Innovation Summit 2023, click here.

Tobin McDaniel is the Head of Invest at SoFi, a FinTech company at the forefront of helping members get their money right. The Invest business includes a wide selection of investing capabilities, including Robo advice, ETFs, crypto, IPOs, and brokerage. Prior to joining SoFi, Tobin held a variety of roles at Charles Schwab, including leading Digital Advice, launching Schwab's innovation labs, and serving as Chief of Staff to the company's chairman Chuck Schwab. His other experiences include time as a strategy consultant with McKinsey & Company and starting his career as a chemical engineer. He has a BS in chemical engineering from Carnegie Mellon and an MBA from the University of Pennsylvania's Wharton School.

On a new episode of the ifa Show, host Neil Griffiths is joined by Asia-Pacific chief executive of digital advice provider Ignition, Craig Keary. On this episode, Craig discusses the importance of digital advice, how much the COVID-19 pandemic has accelerated its adoption and why it will change the future of the industry. “The impact on this is going to be long-lasting. So I think we've got to be prepared. The consumers need help,” he said. “I was out with a friend on the weekend, and people are considering, ‘Well, do we leave Sydney? Do we downsize? Do we move somewhere else? Do we adopt a slightly different lifestyle?' All of that requires financial advice as well. “So I just think we're in a very fascinating time of our lives, and it's exciting to be in here, and it's a great opportunity for us all in the industry to make this advice more accessible.” Listen to the full episode below. The ifa Show is brought to you by Sharesight

Terry Donohoe, CEO Europe, IgnitionIgnition developed the first robo-investment direct-to-customer solution in Australia. Now, the firm offers a SaaS solution that offers personal digital advice journeys across investment, insurance and retirement. Ignition has entered the UK market with a white-label, multi-currency bank grade, compliant digital advice platform that is compatible with both legacy and migrating technology environments. Terry Donohoe, CEO Europe for Ignition speaks to Robin Amlôt of IBS Intelligence about the platform and its prospects.

In this episode, Jack Sharry talks with Cheryl Nash, CEO of the Financial Supermarkets Division at InvestCloud. Cheryl unpacks her acquisition-filled journey to CEO and everything that makes InvestCloud an industry standout. Cheryl began her career as a data entrant at Security APL before automation was as widespread as it is today. Security APL was ultimately acquired by Fiserv which recently sold a 60% stake to Motion Partners. Cheryl was then appointed CEO of the newly branded Tegra118. Several weeks before Tegra118's first anniversary, they merged with InvestCloud and Finantix.  A true industry leader, Cheryl chats with Jack about planning for retirement, how COVID has shaped consumers, and the future of wealthtech. “Technology is an essential enabler. Use technology for the tasks where speed, efficiency, automation, and precision are needed, while always remembering that we're in a people business. Relationships matter and trust matters, but technology really becomes an essential enabler.” ~ @cherylnash2 Main takeaways  COVID has helped consumers understand the importance of going digital and the need to bring things to market quickly.  The future of wealthtech lies in personalization. Consumers want wealthtech to mimic the personalization features of Netflix and Amazon. Personalization makes it easier for the advisor to give an investor exactly what they want, when they want it, and how they want it.  Goals-based planning is essential for ensuring clients are prepared for retirement and the big questions that come along with it. Stay nimble, open-minded, and always look to the future.  You can't be everything for everyone, but know what your firm does very well, celebrate those wins, and search for partners to help fill in the gaps. Technology is key to growing your business and innovating within the wealthtech industry. Links Cheryl on LinkedIn Cheryl on Twitter InvestCloud, Inc.  John Wise fiserv RetireUp Finantix Tegra118 The pace of Boomer retirements has accelerated this past year North American wealth management: Money in motion, but not always to the bottom line Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

In our first podcast of 2021, sponsored by care home marketing experts Smooth Digital, we help care homes understand the crucial but often scary world of digital transformation. This is the third podcast in the series How To Digitalise Your Care Home.* The importance of simplicity* How automated rostering has helped care homes during the pandemic* Using social care tech to monitor covid symptoms and staffing needs* How residents can use their television rather than smart devices to communicate with loved ones* How data collection can help care homes improve care and their business* How you can integrate your existing technology with new software* The value of an audit trail* How tech can improve carers' wellbeingSpecial guests on our Digital Roundtable are Sam Hussain from Log my Care, Paul Slaughter from Care Messenger, Morten Mathiesen at Sekoia and Killian O'Mahoney from Softworks. Podcast host is Steve Hemsley, publishing editor at Care Home Management.Support the show (http://chmonline.co.uk)

In this episode, Neesha Hathi, executive vice president and chief digital officer at Charles Schwab, discusses recent acquisitions and building the platform of the future. She also predicts future industry trends and gives advice for other professionals balancing work and motherhood. To cap it all off, she reveals a particularly “big” Big Reveal.

Looking for an easy, low-cost way to getting started with investing? Ted Richards from Six Park might have your solution. Learn more about Six Park - https://guidancefs.sixpark.com.au/ Grab the Financial Autonomy book - https://find0101.lpages.co/financial_autonomy_book/

The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on and was written by Craig Iskowitz. “The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years, these firms have been able to digitally connect with their constituents.” –Bill Capuzzi, CEO, […] The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on Wealth Management Today and was written by Craig Iskowitz. "The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years, these firms have been able to digitally connect with their constituents." –Bill Capuzzi, CEO, […] The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on Wealth Management Today and was written by Craig Iskowitz.

Rupert Carlyon joins me to have a candid discussion around the the vehicle, and the destination that it's taking us to.Whether we acknowledge it or not, our KiwiSaver is taking us somewhere. Many of us, including myself until a few years back, are rather apathetic on the topic of KiwiSaver. We've set it up, now we've moved on to something else. Is that wise?In this episode, Rupert (one of the co-founders of a digital advice KiwiSaver provider called Koura Wealth), discusses with me some of the habits and mindsets we need to move into, in order to build a better retirement.Factual information may not enough, even if it's available in spades, to make a good decision around your financial future. Advice provides another layer for one to make a good decision in light of the facts, about what's right for them.The problem with advice is that it's not freely available, unless there's a sale on the other end. Providing advice is not a charity especially if humans are employed to deliver it. The result in NZ, and regulation certainly has a huge role to play here btw, is that many Kiwi's have chosen their KiwiSaver provider without advice.Digital advice aims to solve part of this problem.If you want to check out this innovative new start-up KiwiSaver fund manager, visit www.kourawealth.co.nz _________________________________________Like what you’ve heard?You can really help with the success of the NZ Everyday Investor by doing the following:1- Tell your friends!2- Write a review on Facebook, or your favourite podcast player3- Help support the mission of our show on Patreon by contributing here4- Search for The Everyday Investor on YouTube5- Sign up to our newsletter hereNZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person!__________________________________________________________________Where to find Darcy Ungaro:Ungaro &Co (registered) financial advisersFacebook: https://www.facebook.com/UFinServ/?ref=bookmarksInstagram: https://www.instagram.com/ungaro.co.nz/

Rupert Carlyon from Koura Wealth joins me to discuss.Before we talk about what's wrong with KiwiSaver, we should point on some good stuff first: - Many Kiwi's are investing again in the share markets rather than just property. Sure, they possibly had no idea that's what they were doing when they joined, but a good result nevertheless. - KiwiSaver is going to decrease the likelihood and magnitude of retirement poverty. It's unlikely government super will be enough, but now with KiwiSaver, there's a growing chance some of us will be in good shape - KiwiSaver is increasing the financial resilience of our country - more investors, more funds floating around in the world from a country who's been acting a bit gun-shy since the '87 share market crashSo the problems? Well...I'm not going to ruin the surprise, you'll just have to listen!Make sure you've subscribed so you will be made aware of the next episode with Rupert and I next week.A bit about Rupert:Rupert has worked in financial service roles his entire career – starting at global investment bank UBS, where he had a slew of roles in London and Auckland. Returning to New Zealand in 2014, Rupert was disappointed to see the KiwiSaver market had not moved on since he left. Seven years on, New Zealanders were still being given the same stock-standard, three-fund offering and he could see that KiwiSaver was not really working for everyone. So he began to look internationally, at companies and technologies that were doing retirement investing right. kōura is the result - a way to give kiwis access to the technology and products to help them achieve their financial goals._________________________________________Like what you’ve heard?You can really help with the success of the NZ Everyday Investor by doing the following:1- Tell your friends!2- Write a review on Facebook, or your favourite podcast player3- Help support the mission of our show on Patreon by contributing here4- Search for The Everyday Investor on YouTube5- Sign up to our newsletter hereNZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person!__________________________________________________________________Where to find Darcy Ungaro:Ungaro &Co (registered) financial advisersFacebook: https://www.facebook.com/UFinServ/?ref=bookmarksInstagram: https://www.instagram.com/ungaro.co.nz/

In the wake of the financial crisis, there was an expectation that robo-advisors – digital platforms that manage money – would take over investing. Years later, that hasn't happened. But with hundreds of billions of dollars under management, robo-advisors have been successful at driving the adoption of investing among millennials.So how do you build a robo-advisor? On this episode of The Bid, Adam French, Co-Founder of Scalable Capital, talks about his process for doing just that. Adam discusses the challenges he faced in building Scalable Capital from the ground up and how robo-advisors can help increase transparency and trust in the investment process.This material is for informational purposes and is prepared by BlackRock, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.In the U.S., this material is intended for public distribution.In the UK this is issued by BlackRock Investment Management (UK) Limited, authorized and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: +44 (0)20 7743 3000. Registered in England and Wales No. 2020394. For your protection, telephone calls are usually recorded. BlackRock is a trading name of BlackRock Investment Management (UK) Limited.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975 AFSL 230 523 (BIMAL). The material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances.In Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund. No securities regulators in Latin America have confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx.©2019 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.

Yes, the Robots are Coming!Clive Fernandes joins me on the podcast today to discuss where digital advice is and what the next steps are on the road to truly artificially intelligent financial advice. The digital advice we are talking about today is not just a streamlined user experience via your banks app - we're talking about a source for unbiased, personalised advice, that can help the everyday Kiwi make better financial decisions.When we imagine the 'new world', it can often be a mixed bag of excitement and also a bit of fear.As two very wise Kiwi philosophers once said..."It is the distant futureThe year 2000The world is quite differentEver since the robotic uprisingOf the late ninetiesThere is no more unhappiness"Flight of the ConchordsPerhaps the 'problems' of the future will no longer exist. Perhaps we won't even care.For some of us the change is not going to happen fast enough, for others, if they knew how much the landscape has already changed they would be genuinely surprised. In the world of the robotic uprising to come, the chaos will re-arrange things in (hopefully ) better way, but there could be some disruption along the way. Current market participants and regulators need to get up to speed in order to protect consumers and foster genuine innovation.As with all the great technology companies of our age like the FAANG group of companies (Facebook, Amazon, Apple, Netflix and Google), the primary reason why they have been such a fast success is the ability to scale their business models digitally.Thinking about the worlds financially 'un-reached', who don't have access to financial services (like even a bank account), which is around 1/3 of our population - digital currencies are leveling the playing fields. Banks no longer own the rights to operate in this space - the FIN in fintech is being replaced by the TECH in techfin. Digital will eventually eat the status quo.In New Zealand, there are many providers who make it easy to sign up for KiwiSaver and provide a good level of general information and product advice. That's awesome, but it's kind of one-dimensional.Clive is the founder of National Capital, a new firm that has a mission to reach 1 million Kiwi's with high quality financial advice - ultimately this is advice that will help more people to build wealth that will see them through retirement._________________________________________________________________Like what you've heard?You can really help with the success of the NZ Everyday Investor by doing the following:1- Tell your friends!2- Write a review on Facebook, or your favourite podcast player3- Help support the mission of our show on Patreon by contributing here4-  Search for The Everyday Investor on YouTube5-  Sign up to our newsletter hereNZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person! __________________________________________________________________Where to find Darcy Ungaro:Ungaro &Co (registered) financial advisers https://www.ungaro.co.nzFacebook: https://www.facebook.com/UFinServ/?ref=bookmarksInstagram: https://www.instagram.com/ungaro.co.nz/ 

What's the problem? For the self-directed investor, there's a bit of work to do in order to access and manage your investments. Accounts with various banks, potentially a share-trading account, a couple of online platforms perhaps. Different credentials to recall and most annoying, AML/ CFT (compliance / ID checks) process to go through each time.What's Invest Now? It's a simple and affordable way to access multiple investment options in one place.Mike Heath joins me on a discussion that we had when I went down to Wellington recently, via Christchurch (no, it's not on the way).These online investment platforms are popping up everywhere it seems - they all work a little different to each other and they serve a different community of DIY investors out there. I'm learning about them at the moment so hopefully, this is of interest to you also:Here are some key 'light-bulb' moments covered in this episode:Often people may be afraid to seek financial advice as they believe they're not smart enough to do so. Seems counter-intuitive, but it does make sense. The reason we need advice is that we don't have all the answers, but often pride can act as our own worst enemy here. We hate to admit it when we don't have the answer.The bulk of New Zealanders are un-served by financial advisers - online platforms like Invest Now provide a very inoffensive and un-daunting access point for many who may be afraid to engage in a face to face encounter with a financial adviser. If there's a need and desire to use an adviser, however, the Invest Now platform can actually now accommodate that too.Mainstream media. Often credibility is bestowed upon advertisers - this is crazy but just because a finance firm during the finance company collapse a decade ago advertised in the Herald, doesn't mean the trust placed in them was justified. Mainstream media can be an excellent platform to increase financial literacy - but this doesn't always occur.Whether it's an online investment platform, KiwiSaver, or another investment product you access through an adviser, often a 'custodian' is used. In this episode, Mike covers how platforms, custodians, fund managers and investments all work together.What's an ETF, a mutual fund, or an index fund?Self-employed people often don't have KiwiSaver but they should. Beyond getting the tax credit however, online platforms like Invest Now offer another alternative way to simulate what's in a KiwiSaver fund.It's great to see online investment platforms grow in popularity - There will likely be much innovation happening in digital advice and robo-advice space in the coming years. Will financial advisers be made redundant as this trend roles on? No, but I do think the role of an adviser needs to change dramatically. Removing friction is what these platforms do well, but the easier it is to get in, the easier it is to get out of investments also - perhaps the biggest strength is also their biggest weakness - enter the new breed of financial advisers._________________________________________________________________Like what you've heard?You can really help with the success of the NZ Everyday Investor by doing the following:1- Tell your friends!2- Write a review on Facebook, or your favourite podcast player3- Help support the mission of our show on Patreon by contributing here4-  Search for The Everyday Investor on YouTube5-  Sign up to our newsletter hereNZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person! __________________________________________________________________Where to find Darcy Ungaro:Ungaro &Co (registered) financial advisers https://www.ungaro.co.nzFacebook: https://www.facebook.com/UFinServ/?ref=bookmarksInstagram: https://www.instagram.com/ungaro.co.nz/ 

The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz. “Digital wealth has to be one leg of the digital strategy a bank might have. So it's going to be payments, it's going to be mobiles, it's going to be banking, and it's going to be wealth management. They have to be coordinated together, because it has to be driven according to the expectations and […] The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on Wealth Management Today and was written by Craig Iskowitz. "Digital wealth has to be one leg of the digital strategy a bank might have. So it's going to be payments, it's going to be mobiles, it's going to be banking, and it's going to be wealth management. They have to be coordinated together, because it has to be driven according to the expectations and […] The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on Wealth Management Today and was written by Craig Iskowitz.

Do you need to save one million dollars for the retirement you want? Do you have one year to plan for the wedding of your dreams? Are you looking to buy a new house? Do you want to plan for two vacations per year, rather than just one? Regardless of your goal, the team at Charles Schwab is ready to harness the power of technology and put it in your hands so that you can make your goal a reality. “We find that clients actually find investing to be much easier with the help of technology,” says Cynthia Loh, VP of Digital Advice and Innovation at Charles Schwab.    In today's episode, she explains everything their robo-advisor has to offer and the specific details of the basic and premium Schwab Intelligent Portfolio services. She also discusses the overwhelmingly positive feedback they've received from clients, what makes Schwab stand out among other robo-advisors, and the direction of their future growth.    Interested in learning more? Tune in and visit https://intelligent.schwab.com/.  

The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on and was written by Craig Iskowitz. “Digital adoption is a one-way street in all markets. People don't install Uber, try it, then delete it and say, ‘I'm going to go back to hailing cabs.' That doesn't happen.” — Randy Bullard Randy Bullard leads SigFig's growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of […] The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on Wealth Management Today and was written by Craig Iskowitz. "Digital adoption is a one-way street in all markets. People don't install Uber, try it, then delete it and say, 'I'm going to go back to hailing cabs.' That doesn't happen." — Randy Bullard Randy Bullard leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of […] The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on Wealth Management Today and was written by Craig Iskowitz.

Your willingness and ability to take on risk in your portfolio has a significant effect on how your portfolio performs. However, perceptions of risk can be skewed by overconfidence, affective forecasting errors and other biases. In this episode, Mark Riepe explains how people’s tolerance for risk differs on a cognitive and emotional level, as well as how “risk capacity” is a more objective matter. Tobin McDaniel, Schwab’s SVP of Digital Advice and Innovation, joins Mark to discuss how investors view risk in real-world situations, and how they respond to changing market conditions. You can read more about risk capacity in this article by Season 1 Episode 2 guest Rob Williams. Risk-taking and realized versus paper losses is explained in this article from American Economic Review. Subscribe to Financial Decoder for free on Apple Podcasts or wherever you listen. Financial Decoder is an original podcast from Charles Schwab. If you enjoy the show, please leave us a ★★★★★ review on Apple Podcasts. Important Disclosures: Please read the Schwab Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures related to the Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs. Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™ are made available through Charles Schwab & Co. Inc. ("Schwab"), a dually registered investment advisor and broker-dealer. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). Schwab and CSIA are subsidiaries of The Charles Schwab Corporation. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market. Investing involves risk including loss of principal. Hypothetical examples are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment. Past performance is no guarantee of future results. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0419-96JD)

Rob Foregger, Founder of Next Capital, explains how technology is impacting traditional investing. Matthew Boyle, Bloomberg News U.S. Retail Reporter, and Poonam Goyal, Bloomberg Intelligence Senior Retail Analyst, break down retailers struggling following holiday sales results. Don Straszheim, Senior Managing Director and Head of China Research at Evercore ISI, discusses U.S. China trade relations and the Chinese economy. Bloomberg Stocks Editor Dave Wilson's has his "Chart of the Day"on why frontier-market stocks are poised to rise this year. Lananh Nguyen, Bloomberg News Finance Reporter, talks about Wall Street banks facing challenges as they report fourth-quarter earnings next week. And We Drive to the Close of Markets with Russ Norwood, CEO at Venturi Wealth Management.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Rob Foregger, Founder of Next Capital, explains how technology is impacting traditional investing. Matthew Boyle, Bloomberg News U.S. Retail Reporter, and Poonam Goyal, Bloomberg Intelligence Senior Retail Analyst, break down retailers struggling following holiday sales results. Don Straszheim, Senior Managing Director and Head of China Research at Evercore ISI, discusses U.S. China trade relations and the Chinese economy. Bloomberg Stocks Editor Dave Wilson's has his "Chart of the Day"on why frontier-market stocks are poised to rise this year. Lananh Nguyen, Bloomberg News Finance Reporter, talks about Wall Street banks facing challenges as they report fourth-quarter earnings next week. And We Drive to the Close of Markets with Russ Norwood, CEO at Venturi Wealth Management.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

On this episode we explore the future of fintech with the CEO of RobustWealth, Mike Kerins.  The digital advice space is changing rapidly and if you are not paying attention you are putting your business at risk. Mike shares his thoughts on how he sees the space unfolding in 2019.        Connect With Mike On LinkedIn: https://www.linkedin.com/in/michael-kerins-cfa-frm-165a97ba/   About Mike   Mike Kerins, CFA, FRM | Founder and Chief Executive Officer   Mike Kerins is the founder and CEO of RobustWealth, a B2B digital wealth management platform headquartered in Lambertville, NJ. Prior to RobustWealth, Mike spent eight years at Franklin Templeton, where he managed an investment team overseeing a global portfolio of assets equaling $40 billion. He also served as head of asset class research and has expertise spanning strategic and tactical asset allocation, portfolio construction, target date strategies and liquid alternatives. Mike is a CFA charter holder as well as a certified Financial Risk Manager. He holds a B.S. in Chemical Engineering and a B.S. in Finance from the University of Colorado and also has a certificate in Computational Finance from the University of Washington. He lives with his wife and three children in Lambertville, NJ.   RobustWealth social media channels: Twitter: https://twitter.com/RobustWealth LinkedIn: www.linkedin.com/company/robustwealth/ Facebook: https://www.facebook.com/robustwealth/  

Markus Linder is the chief executive officer and co-founder of SMARTASSISTANT, the leading global technology provider for Digital Advice and Guided Selling technologies for online retailers, manufacturers and service providers. Over the last 11 years under Markus guidance, SMARTASSISTANT has grown internationally, with offices at several locations in three continents.

Michelle Joliat, MD & Head of Wealth Digitization, Robotics & Process Transformation at BMO Financial Group shares BMO's key priorities and upcoming opportunities within digital as well as challenges faced with deploying new technologies and how to overcome them. Jason Daly, VP Product, Digital & Strategy at Manulife explains the role digital advice plays in financial services today, how to encourage customer trust to drive digital usage and the technologies he believes will truly stand the test of time. The Global Digital Banker is an insight-backed podcast series focused on key trends, market insights, thought leadership and best practice within the fast growing and dynamic world of digital banking. www.globaldigitalbanker.com

Martin talks to Ian McKenna about the Fintech Startup Cafe at the Festival of Financial Planning. A Financial Technology Evangelist, Futurologist and Singularitarian who is passionate about how technology can help people better understand their money and improve the quality of their lives. Ian believes there has never been a more exciting time to work in the personal finance market and that emerging technology can help advisers and other financial services businesses make a real difference to their clients financial health. He travels the world seeking out those firms that are transforming financial advice and guidance for consumers. Ian fervently believes that technology will democratise the advice process, expanding its reach from the 15% of the population serviced today, to enable the vast majority of the population to be able to access affordable advice on how to better manage their finances After 15 years working for insurers and financial advice businesses in 1995 Ian set up F&TRC, a specialist consultancy which focuses on the operational key issues around the distribution medium and long terms savings vehicles, other packaged financial products and the supporting technology. Having briefly worked as a personal finance journalist he continues to be a regular columnist for Money Marketing. F&TRC have recently launched to information services DigitalWealthInsights.com and AdviserForum.com. Specialities: The Future of Financial Advice. Operational issues within intermediated financial product distribution. E-Commerce in Financial Services. Supplier selection/Due Diligence on adviser software, restricted advice panels and platforms. Tuesday 18:40 - 19:10 The future of digital client engagement Digital Advice is increasingly enabling advice firms to work with clients in new ways. This can involve using technology to be able to service clients for whom traditional may no longer be economically viable in a post RDR environment, or to attract the next generation of customers who either prefer to communicate digitally or are do not yet need, nor can they afford face to face advice This session will consider the various options open to adviser firms when seeking a Digital Advice partner and the merits of different approaches it will explore; • How will your business benefit • How to drive new customers • Key questions to consider • How will the digital proposition align with your traditional advice offering • How to price your service • How will your digital advice solution interact with other technology in your business • Regulatory considerations Learning objectives The key issues to consider when deciding if you should add a digital advice element to your business Regulatory issues to be considered How to approach due diligence Commercial considerations relevant to digital advice

In this episode of XY Live with Ben Nash, Adrian Patty, Phil Thompson and Naomi Christopher had a very informative Forum Chat with Dante De Gori, CEO of the Financial Planning Association of Australia (FPA). Listen here as they talked about Digital Advice and how it is changing the game. Learn about the role of the traditional adviser play in the future of advice and professional standards play out with technology. Join our community on Facebook! In the interest of making people comfortable to share in confidence we require everyone to complete a short survey and acknowledge the intent of the group: https://www.facebook.com/groups/XYAdviser

Join Shelly Palmer as he shows off some of the coolest new ways that technology affects the way we do life. For more information visit shellypalmer.com