Podcasts about vanare

Is it a Chain that Rules or a Chain-Chain-Chain of Fools?  We speak of Blockchain.  In Episode 95, Lex Sokolin, Global Director of Fintech Strategy for Autonomous Research, and Chris Cahill of Financial Poise Radio discuss what blockchain is, what problems it may address (re settlement of transactions, smart contracts, and even land records reform) and the threat to it of hackery.   You can learn more about Alexey Sokolin and Vanare here. Or you can find them here: Twitter: @LexSokolin & @vanareplatform LinkedIn Facebook     About Alexey Sokolin   leading research firm for the financial sector.  His mission is to help the industry serve clients better by understanding innovations like wearable technology, machine learning, bitcoin, ethereum and the blockchain, and crowd-sourced asset management. Lex has been referred to by WealthManagement.com as the "financial futurist", and was selected for the InvestmentNews  "40 under 40" and ThinkAdvisor's "IA25" lists of influencers in the investent industry.   Previously, Lex was the Chief Operating Officer of digital wealth management platform Vanare, and CEO and Founder of pioneering roboadvisor NestEgg Wealth (acquired by Vanare). Additionally, Lex was an investment banker at Deutsche Bank, and a member of the strategy team at Barclays Wealth (formerly Lehman Brothers Investment Management). He is active in the early-stage community, and advises startups on growth and market strategy.   Lex received a B.A. in Economics and Law from Amherst College, an M.B.A from Columbia Business School and a J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar. He also holds a Certificate in International Relations from the Five College Consortium, and a Certificate in Digital Production and New Media Studies from Middlebury College.

On today’s broadcast, Vanare becomes AdvisorEngine after a $20 million dollar investment, RightCaptial gets a favorable review, and Addepar opens up about the capabilities of its technology. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, the leading provider of […]

I'm joined this week by Lex Sokolin. He's a self-described futurist and entrepreneur focused on the next generation of financial services. He currently directs Fintech Strategy at Autonomous Research, a research firm for the financial sector. Previously, he led product design and corporate development as COO at Vanare, a wealth management platform built on roboadvisor DNA. He was founder and CEO of NestEgg, a roboadvisor that pioneered online wealth management in partnership with financial advisors, We talk about the changes happening in the financial services space and the types of opportunities for incumbent and upstart financial firms willing to do the hard work. Lex's entrepreneurial story takes us through his four wave framework for the evolution of roboadvisors. Pay attention to what he says about the next stage for the industry and what it says about the ETF industry, as well.

On today’s broadcast, Vanare announces two integrations that should raise a few eyebrows, and relationship intelligence gains momentum in the apps you might be using in your business. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Now before I get started, I want you to know that […]

Technology is changing at head-spinning speed and it's easy to get confused about which technology to implement and how to go about being profitably innovative. Betting the farm on a certain technology direction is usually not the best idea. But what can you do instead? In today's show, I have a conversation with Lex Sokolin, co-founder of an early Robo Advisor called NestEgg, and now a partner and chief operating officer of Vanare. Lex gave an excellent talk at the T3 Technology Conference in February and we got together to chat about being innovative. (Also, checkout this profile of Lex at Wealthmanagement.com.) We talk about the process of being innovative and how financial advisors can make good technology decisions without betting the farm. We also discussed James Altucher's process for coming up with ideas, lean startup methodology, virtual reality, and artificial intelligence. It's a value-packed 25 minutes!

I met with Lex Sokolin, COO of Vanare, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. Sokolin asked the audience at T3 Enterprise to suspend disbelief and consider the emerging trends that have the potential to reinvent the wealth management […]

This week in Episode 51, Accredited Investor Markets Radio speaks with Alexey Sokolin, COO of Vanare about drawing together robo-advising and traditional investment advising to help advisors give good advice at lower cost to more people. Such a combination may match well with the onset of generations who are both comfortable and nimble with automated systems, and may also pose scalable opportunities to investment advisory businesses.   You can learn more about Alexey Sokolin and Vanare here. Or you can find them here: Twitter: @LexSokolin & @vanareplatform LinkedIn Facebook     About Alexey Sokolin   Alexey Sokolin (Lex) is a Partner and Chief Operating Officer of Vanare. He oversees product innovation and design, and manages the company’s ongoing business development. Mr. Sokolin was previously Founder and Chief Executive Officer of NestEgg Wealth, a next-generation technology company and RIA that pioneered online wealth management in partnership with financial advisors, reaching new customers in a scalable way by algorithmically automating financial advice online. NestEgg Wealth was acquired by Vanare in 2014.    Additionally, he was an investment banker at Deutsche Bank in the Financial Institutions and Media & Technology groups, and a member of the Strategy team at Barclays Wealth, where he focused on the economics of new ventures and management of the firm’s profitability. Prior to Barclays, he was at Lehman Brothers Investment Management.   Mr. Sokolin received a B.A. in Economics and Law from Amherst College, an M.B.A from Columbia Business School and a J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar. He also holds a Certificate in International Relations from the Five College Consortium, and a Certificate in Digital Production and New Media Studies from Middlebury College.