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10 WealthTech podcasts every wealth advisor

should listen to

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Podcasts are becoming a big trend. More than a third of Americans have listened to podcasts, according to Edison Research, a figure that has tripled in the last decade.

Edison Research citation: http://www.journalism.org/2016/06/15/podcasting-fact-sheet/

The wealth management industry is facing disruptive innovation in the form of new and emerging technologies:

� Fintech

� robo-advisors

� blockchain

How can you remain competitive in the future?

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Listen to this Finance in Focus podcast series to be introduced to a cast of industry experts discussing topics that will help you understand the future of wealth management.

Finance in Focus: The future of digital wealth management

Wealth management industry experts Alex Baghdjian, Paolo Sironi, Rob Stanich and Brian Walter discuss the future of the wealth management industry, and the disruptive technology that is transforming the industry.

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Finance in Focus: What is behavioral finance?

Financial experts Victor Ricciardi and Hugh Massie discuss the benefits of combining behavior science with financial investing.

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Finance in Focus: How planners can build new business with social media

Wealth management experts April J. Rudin and Marissa Pick explain how they use social media to build their personal brands and why investment planners should actively engage in social media.

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Finance in Focus: Millennials managing money

Financial institutions of all kinds are seeking ways of catering to the influx of millennials who are filling workplaces at record numbers. Jon Stein, CEO of Betterment; Priya Malani, cofounder of Stash Wealth and Carolyn Baird, noted author of papers analyzing the millennial phenomenon discuss how millennials are managing and investing their money.

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Finance in Focus: What is investment account aggregation?

Margaret Hartigan and Lowell Putnam, the respective CEOs of Marstone and Quovo, discuss how their companies’ solutions use account aggregation to give financial investors a holistic view of clients. Learn why account aggregation was one of the hottest wealth management topics in 2016, leaving you wondering why this intuitive model took so long to take hold.

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Finance in Focus: Cognitive Surveillance

Extraordinary costs of misconduct can be a daunting challenge for financial services institutions. Wealth management experts Marc Andrews and April Rudin discuss a cognitive and holistic solution for monitoring complex trading scenarios. Learn how it allows financial firms to go beyond traditional, rules-based alert systems to create a robust and unified surveillance system.

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Finance in Focus: DOL

Dr. Ron Rhoades and Abhishek Goswami discuss the pros and cons of the Department of Labor (DOL) Fiduciary Rule that is expected in the US on April 10, 2017, and it will affect wealth management advisors and investors alike. This regulation means that investment recommendations need to be in the clients’ best interest rather than simply being suitable for them.

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Finance in Focus: Transforming Wall Street

IBM is out to transform how financial services organizations market, sell to and service their clients. IBM Watson, which has been transforming the healthcare industry, is now setting its sights on Wall Street. Fintech expert and publisher Jim Marous describes the changing dynamics of the market as he outlines the need for enhanced customer insight solutions for financial services.

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Finance in Focus: Wealth Management Insights (RegTech)

Wealth management experts Marc Andrews and April Rudin discuss ways that financial institutions can use cognitive computing to find solid ground in

shifting regulatory terrain.

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Finance in Focus: Cognitive technology for Financial Advisors

Wealth management experts Alex Baghdjian, April Rudin and Bill Sullivan discuss cognitive technology for financial advisors that can automate mundane tasks and help them deliver enhanced customer experiences. See for yourself how cognitive capabilities enable wealth management advisors to spend more time educating clients and developing skill sets that can bring real value to their clients.

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Visit our website to listen to all the Finance In Focus podcasts.

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