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Wednesday, February 1, 2023

The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski

Expertise improvements proceed to shake up the wealth administration business. Greater than ever, advisors want to pay attention to the options and instruments out there, and the way they’re in the end impacting the monetary planning area.

On this episode, Shannon Rosic, director of WealthStack Content material and Options, is joined by Davis Janowski, senior expertise editor at WealthManagement.com. Shannon and Davis discover how rising wealthtech gamers are altering the way forward for monetary planning. They give attention to a number of the newest improvements and the way advisors are incorporating them into their observe.

Shannon and Davis talk about:

  • Expertise’s position as a driving pressure for fulfillment within the wealth administration business
  • The place are the most important alternatives for monetary advisors to develop
  • What attention-grabbing corporations and wealthtech ideas that monetary advisors ought to be listening to in 2023 and past
  • How are new observe administration and “recommendation engagement” platforms being built-in by advisors
  • New advisor ranking and evaluation tech due to the SEC advert rule change

Join with Shannon Rosic:

Join with Visitor:

About Our Visitor:

Davis Janowski is a profession journalist who has executed stints with FinTech startups and as an analyst. Alongside the way in which, his work has appeared within the New York Instances and plenty of different publications. Whereas a lot of his focus has been within the FinTech sector for the final 13 years, Davis additionally has intensive expertise in evaluating expertise and tech merchandise. His profession in tech journalism started at PC Journal, the place he examined and reviewed client and enterprise merchandise and managed a crew of editors, technicians, and analysts. Davis additionally spent six years protecting FinTech for InvestmentNews, the place he was a expertise reporter and columnist and likewise spoke ceaselessly at business conferences. Exterior his day by day work he volunteers with a number of teams which have a powerful environmental and sustainability focus and, now and again, writes about them too.

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