30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
Simple, but Not Easy
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The Evolution of Consumer Permission Financial Data Sharing
By all accounts is a financial data aggregator with a specific focus on wealth data. We're doing it with the investor data to empower the investor to make better choices for them and to allow them to safely share data with their advisor. So my role is to help herd the cats help navigate the challenges with the fragmented sectoral regulations that we have across the US financial ecosystem. But most importantly, work with our advisors and our product people to make sure that our solutions are not just fit for their purpose of providing great advice but also navigating these regulatory gotchas as well.
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