Podcasts about robustwealth

Community banks may not have size going for them, but they do have something else of great value — deep relationships with their customers. Mike Kerins, CEO at RobustWealth, joins us to discuss offering wealth management as a way to further deepen those customer connections while increasing revenue.

Hello Podcast listeners, Today is a very special episode with Mike Kerins, CFA, FRM. Mike founded and is the CEO of RobustWealth, a financial technology company, which provides financial advisors an institutional-quality robo-investments solutions. Prior to this, he was VP, Head of Asset Class Research at Franklin Templeton Investments. Mike is a graduate of the University of Colorado Boulder with a Bachelor’s in Finance and Chemical Engineering. He also completed a certificate in Computational Finance from the University of Washington. In today’s episode we billing and rage clicks. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Mike Kerins, CFA, FRM. Mike founded and is the CEO of RobustWealth, a financial technology company, which provides financial advisors an institutional-quality robo-investments solutions. Prior to this, he was VP, Head of Asset Class Research at Franklin Templeton Investments. Mike is a graduate of the University of Colorado Boulder with a Bachelor’s in Finance and Chemical Engineering. He also completed a certificate in Computational Finance from the University of Washington. In today’s episode we discuss the launch of version 2.0 and the future of the state of the financial planning industry. Enjoy and thanks for the listen!

Jessica Wooke, the Chief Product Officer for RobustWealth, shared her story on Sunday, March 3, 2019.

Ryan McQueeney chats with Jessica Wooke of RobustWealth about representation in finance, technology, and how women are shaping the future of leadership in the fintech industry. Remember to subscribe and leave a rating on Apple Podcasts if you enjoy the show!

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/  

Whether using an investment manager or robo-advisor, setting a goal is one of the most important steps in financial planning. Rick Frisbie from RobustWealth.com speaks to this point and the importance of having an investment strategy that will take you to where you want to be down the road. Investing doesn’t have to be just for retirement savings. It can be for travel, a new house, anything you can dream up that requires long-term planning. For more information about this episode, visit the show notes at http://moneytreepodcast.com/196

Mike Kerins, CFA, FRM. Mike founded and is the CEO of RobustWealth, a financial technology company, which provides financial advisors an institutional-quality robo-investments solutions. In today’s episode we discuss the present state of financial advisors, the problems facing them, and his company Robust Wealth.