#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

1

Introduction

00:00 • 3min

2

Digital Wealth

02:56 • 4min

3

The Battle for Advisors Isn't Going to Be a Fast Trend Away, Right?

06:39 • 2min

4

Is Data Aggregation a One Way Thing?

08:48 • 5min

5

The Third Inch of the Transition Into Digital Wealth

13:19 • 3min

6

Getting Full Service Advisors to Adopt Digital Advice

15:59 • 2min

7

Is There Going to Be More Managed Accounts in Digital Advice?

17:59 • 2min

8

Are You Not Seeing Demand for UMA Architectures?

20:18 • 2min

9

Is There a Need for a Digital Wealth Platform?

22:33 • 3min

10

How Do Firms Integrate Digital With Their Infrastructure?

25:46 • 2min

11

Invest in Others Gala - How Does the Advisor Work?

27:23 • 3min

12

Is Sig Fig a Full Stack?

30:29 • 3min

13

Are Asset Managers Trying to Regain a Growth Lever?

33:04 • 2min

14

Are You Seeing a Trend in Call Centers?

35:11 • 4min

15

Are Accounts Below a Certain Value Moved to a Call Center?

39:12 • 2min

16

Do You Have a Wealth Advisor?

40:54 • 3min

17

How Do Retail Banks Use Money Guy Pro?

43:50 • 3min

18

Can You Analyze a Consumer's Behaviors?

47:02 • 2min

19

Boosting Throughput Through Data Sciences and Consumer Insights

49:11 • 3min

20

Is Regulation Coming Down Harder on Digital Wealth?

51:58 • 3min