This interview was originally published on WealthTech Club
An Interview with John Prendergast, Blueleaf CEO
The wealth management world has changed, and it makes us queasy.
According to the KPMG report “Forging the Future,” the top source of disruption in the financial industry is emerging financial technology (FinTech). Historically, there has been a human layer between clients and their finances whether that was to access information or to execute transactions rather than customers having direct access via technology.…