Gadget Girl

Gadget Girl: The case of betting on the right technology

July 10, 2017 | Runtime: 4:12

For today's case, Gadget Girl is betting it all on Junxure to find out how advisers can get the most from new technology and how better adoption can improve client service.

Gadget Girl: The case of democratizing retirement

June 05, 2017 | Runtime: 4:33

Shockingly, a majority of Americans don't have a retirement plan. For today's case, Gadget Girl is hitting the streets of Manhattan to find out what Vestwell is doing to democratize retirement.

Gadget Girl: The case of lassoing long-term client engagement

May 19, 2017 | Runtime: 5:11

Advisers are constantly looking for ways to improve client engagement. For today's case, Gadget Girl is taking on Texas to find out what Envestnet Tamarac is doing to help solve this issue.

Gadget Girl: The case of airborne efficiency

March 13, 2017 | Runtime: 3:59

Efficiency is critical for financial advisers. For today's case, Gadget Girl isn't afraid to take this investigation airborne to find out why Orchestrate is soaring in the financial services industry.

Gadget Girl: The case of forms magic

March 08, 2017 | Runtime: 3:37

Magic is not a term you hear often in the financial services industry. For today's case, Gadget Girl uncovers how with a little technology magic, Laserfiche is making paperwork disappear and process automation a snap.

Gadget Girl: The case of the million dollar word

February 20, 2017 | Runtime: 4:42

For advisers and their clients, a plethora of numbers and data can be rather overwhelming. For today's case, Gadget Girl attempts to make sense of data aggregation, and she isn't afraid to use a taco to make it happen.

Gadget Girl: The case of the robo-advisory accomplice

November 17, 2016 | Runtime: 4:15

Stereotypically, a lot of people think the only way advisers add value is through picking stocks, but is that really true? We chatted with advisers to see where they really add value and how a robo-platform can help you regain that focus

Gadget Girl: The case of regulatory risky business

November 07, 2016 | Runtime: 3:55

How do advisers handle all of the headaches, hassles and challenges presented by the DOL fiduciary rule? The Gadget Girl turns to Riskalyze's Aaron Klein (and a special informant) for the anwers.

Gadget Girl: How notifications can help advisers

October 24, 2016 | Runtime: 4:08

Notifications are the next big thing from fin tech firms, but can they really help advisers? Eric Clarke of Orion walks us through this innovation. But at Orion, they don't walk, they run. Our Gadget Girl tries to keep up.

Gadget Girl: The case of improved integration

October 10, 2016 | Runtime: 5:40

One of fin tech's favorite words is integration. But what is it and how can it really help advisers? Gadget Girl looks to solve the mystery.

 
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