#1 Tech it Up: Introduction
Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.
#2 G1 vs G2 Advisors Selling Strategies and Technology
With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?
Guest Speaker:
Matt McGowan | Director of Channel Alliances, Riskalyze
#3 U.S. Wealth Advisors ESG Investing: New Investors are Walking the Walk
The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.
Guest Speakers:
Zachary Dan | CEO, Act Analytics
Elgin Chau | Head of ESG Ratings, Act Analytics
#4 Marketing to New Investors & Retaining the Old
Marketing to new investors and retaining the old doesn't take two different marketing approaches. Let's chat on adapting to digital.
Guest Speaker:
April Rudin | Founder and CEO, The Rudin Group
#5 Women in Fintech
In the Fintech industry, it's estimated women represent only 30% of the workforce.
Guest Speakers:
Jennifer Kirksey | Managing Director, WealthOps , Tolleson
Melissa Gilbertson | Assistant Vice President, IT and Trading Ops Manager, Mairs & Power
#6: Commission-Free Annuities - A Game Changer
Gone are the days of investing in complex, expensive annuities with hefty commissions.
Guest Speaker:
David Lau | Founder & CEO, DPL Financial Partners
#7: Is Diversity and Inclusion Key to Attracting Talent and New Business?
It's estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.
Guest Speaker:
Stephanie Wemusa | Director of Equity Diversity and Inclusivity, Mindbody
#8: The Expanding Wealth Tech Universe: No longer a tiny sliver in the technology universe
On this episode, Trent, Michelle, and Michael discuss the expanding wealth tech universe and explore the concept of a universal wealth management platform and why most firms should be considering one for their core tech stack.
Guest Speaker:
Michael Kitces | Chief Financial Planning Nerd, Kitces.com