Biggest fintech innovations for 2019

Orion's Hiatt: How to ignore the next shiny fintech tool

February 19, 2019 | Runtime: 3:54

Advisers are easily distracted by the next big thing in fintech. Kyle Hiatt of Orion says in order to succeed long term, advisers need to remain focused.

The secret to working with next gen clients?

February 13, 2019 | Runtime: 3:12

Alan Moore of XY Planning says working with millennials isn't as difficult as some advisers make it sound. Here are three strategies for success.

Solving complex system architecture

February 13, 2019 | Runtime: 3:40

What can advisers do to better systematize and integrate their tech stack? Oleg Tishkevich has launched invent.us to help.

Inside the mind of next gen advisers

February 07, 2019 | Runtime: 3:28

What does the industry need to do to evolve for next gen advisers. A student from Utah Valley University offers his perspective.

Veres and Bruckenstein: Industry trends shaping fintech

February 07, 2019 | Runtime: 1:34

What does the future of financial advice look like and how will fintech light the way? Bob Veres and Joel Bruckenstein join Matt Ackermann for a discussion.

Morningstar's Kapoor: What's now (and what's next) in investing?

February 07, 2019 | Runtime: 4:53

Where does the investment industry stand today and where are we heading? Morningstar's Kunal Kappor explains that the industry is standing at a unique crossroads.

Breakaway nightmares? How fintech can help

February 07, 2019 | Runtime: 4:13

The process of breaking away from a wirehouse can seem daunting, but firms like eMoney are helping create a soft landing. Hear one adviser's story of success.

The third wave of financial planning

February 07, 2019 | Runtime: 4:21

What can be done to help advisers embrace the next wave of financial advice. Advicent's CEO Angela Pecoraro has the answer.

How YCharts is innovating financial advice

February 07, 2019 | Runtime: 4:13

Advisers want to figure out ways to explain what they do in simpler form to clients. Dave Lubnik of YCharts tells how they can help.

Content is king (but advisers can rule the kingdom)

February 07, 2019 | Runtime: 5:39

Clients want information. Advisers want engagement. How can fintech at AdvisorStream make this all come together easily? Kevin Mulhern has the answers.

 
Videos 1-10 of 11

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