Home Wealth Management The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski

The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski

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The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski

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Expertise improvements proceed to shake up the wealth administration business. Greater than ever, advisors want to concentrate on the options and instruments obtainable, 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 know-how editor at WealthManagement.com. Shannon and Davis discover how rising wealthtech gamers are altering the way forward for monetary planning. They deal with a few of the newest improvements and the way advisors are incorporating them into their apply.

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 apply administration and “recommendation engagement” platforms being built-in by advisors
  • New advisor score 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 carried out 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 know-how 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 staff of editors, technicians, and analysts. Davis additionally spent six years protecting FinTech for InvestmentNews, the place he was a know-how reporter and columnist and likewise spoke continuously at business conferences. Exterior his day by day work he volunteers with a number of teams which have a robust environmental and sustainability focus and, once in a while, writes about them too.

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