Unlock Your Access for the Data Webinar: Winning Data Teams: Getting Started and Scaling Your Team aired November 15, 2022

#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine

“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […]

WealthSimple Tries to Breakout of the Canadian Market with $100 Million from Allianz

“There is no Vanguard or Schwab here [in Canada]. We are the ones gobbling up the industry assets.” — Michael Katchen, CEO, WealthSimple In the U.S., Vanguard owns the digital advice market with their Personal Advisor Services hybrid solution. But up in the Great White North, it is a five-year-old robo-advisor called WealthSimple that is […]

Invest West Conference 7 Minute Summary

invest west conference

As anyone who has sat next to me at a conference knows, I’m a hyperactive tweeter, sharing interesting tidbits and observations from the various speakers and panelists.  So, one would expect that someone who uses Twitter so much would think to check the conference hashtag before blasting out fifty or more tweets? Not I, said […]

Are There Too Many Roboadvisors? with Michael Kitces

Roboadvisor market

I recently had the pleasure of speaking with industry guru and all-around nice guy, Michael Kitces. Our discussion was focused on trends in advisor technology, which meant that the subject of roboadvisors had to be covered at some point. You can watch the video using the link below, or read the transcript that follows. Is It Time for […]

How RIA’s Can Survive the Wild West of Roboadvisor Technology – Kitces

roboadvisor technology

In the 1966 spaghetti Western, The Good, The Bad and The Ugly, Clint Eastwood plays one of three gunslingers competing to find fortune in a buried cache of Confederate gold amid the violent chaos of the American Civil War. Each of the three have only partial information about the gold’s location, so they have to work together if […]