Ep124 – Wealth: Robo-Advisors or Master of Puppets?

In this episode Wealth Management isn’t just for the super rich anymore. It’s opened up to everyone. But the reality is, most of us aren’t taking steps now to have a nice life in the future—or even to be able to retire. This week, our expert guests discuss how we can solve this massive social problem. We also chat about robo-advisors, creating offense in wealth management, digital wallets, and, of course, Metallica. Guests Dave Bruno, Co-Founder of YNOME and Head UBS WM Innovation @SuperDaveBruno Jonathan Hey, Head of User Experience at Nutmeg @jonohey Joe Parkin, Head of Wealth and Retail at iShares by Blackrock News this week Bloomberg –  India’s Misguided War on Cash – Link Mashable – The Astronomical Rise of Mobile Wallets in India – Link Coindesk – Goldman Sachs and Santander Leaves R3CEV – Link Wired – Google is Amazing at Pictionary…Crowdsourced Machine Learning – Link Wealth Management – Envestnet Yodlee Strikes Partnership With Morgan Stanley – Link TechCrunch – German Online Wealth Management Platform Cashboard Scores €3M Series A – Link Wealth Management – Metallica Bassist Takes Equity Stake in RIA – Link For more about Dave Bruno, check out his YouTube channel. For more on Jonathan Hey, visit sketchplanations.com. For more on iShares by Blackrock, go to www.ishares.co.uk. Enjoy the show! If you like what you hear, subscribe, review us on iTunes, and follow us on Facebook and Twitter. You can always email us at [email protected] The post Ep124 – Wealth: Robo-Advisors or Master of Puppets? appeared first on 11FS. The post Ep124 – Wealth: Robo-Advisors or Master of Puppets? appeared first on 11:FS. Special Guest: Joe Parkin. Learn more about your ad choices. Visit megaphone.fm/adchoices