The Augmented Advisor: Scaling Efficiency and Margins

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.…

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Will the iWatch Change Financial Advisor Technology?

Will the iWatch Change Financial Advisor Technology?

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Back when the smartphone (iPhone et al.) came out, various apps revolutionized how users managed their money. They were able to move away from the computer or visiting a bank, and manage their financial lives from a mobile device. With the introduction of the Apple iWatch to accompany the iPhone, apps that are on an iPhone [...]

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