Fintech
Panelists: Randy Bullard, General Manager of Wealth Management, SigFig; Hannah Grove, Managing Director and Chief Marketing Officer, iCapital Network; Jon Stevenson, Head of Wealth Management & Banking, MoneyLion; and Kendra Thompson, Managing Director, NA Head of Wealth Management, Accenture.
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Panelists: Amber Baldet, Co-founder, CEO, Clovyr; Vern Brownell, CEO, D-Wave; Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley; Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.
July 11 -
Perimeter security is broken, says Amber Baldet, former head of blockchain at JPMorgan Chase and founder of fintech startup Clovyr.
July 11
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Panelists: Renée D. Brown, CMO, Retail Financial Services, TIAA; Steven Dorval, President, John Hancock Personal Financial Services; Matt Fellowes, CEO, United Income; Roger Lee, CEO and Co-Founder, Human Interest
July 11 -
Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11 -
Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
July 10 -
New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10 -
Data about client behavior will drive better user experiences.
July 10 -
There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.
July 10 -
FutureFuel.io CEO Laurel Taylor and Edmit.me CEO Nick Ducoff discuss approaches to helping students repay their loans and make good debt decisions.
July 3
