Andy Greos

Sep 10, 2024 | finextra.com | Sasank Chary |Andy Greos

By Sasank Chary and Andy Greos For the past several years, the wealth management industry has been experiencing a significant transformation, as advice is moving away from traditional investment-centric approaches towards more comprehensive, planning-led value propositions. This change has been driven by well-documented factors, including the Baby Boomer retirement wave, the impending generational wealth transfer, and the proliferation of low-cost investment options.

Jun 26, 2024 | finextra.com | Sasank Chary |Andy Greos |Alex Kreger |Raktim Singh

By Sasank Chary and Andy Greos The financial technology sector has undergone seismic shifts in recent years. The narrative often centered around fintech companies displacing traditional financial institutions with superior technology and user experience. However, the focus moving forward is likely to shift towards fintech playing a supportive and enabling role.