1844: Balancing Automation and Human Support in Financial Advising
Tech Talks Daily12 Tammi 2022

1844: Balancing Automation and Human Support in Financial Advising

Altruist is on a mission to make independent financial advice better, more affordable, and accessible. The company has built an all-in-one platform that reduces barriers for financial advisors to deliver great advice. As a result, advisors using Altruist can work more efficiently and substantially lower operating costs, enabling them to grow on their terms and help more people.

Adam Grealish offers an overview of the state of the financial advising industry and why there's a time and place for Robo advisors. But there's a growing need for human financial advice too.

About Adam

Adam Grealish's career is rooted in financial innovation. Through his work (formerly at Betterment and Goldman Sachs, and now at Altruist as Head of Investments), Adam has a unique pulse on the trends and issues shaping the wealth management and financial planning technology spaces.

Further, because Adam has assisted financial advisors for years in various roles, he has keen insight into how the industry has evolved and where it needs to go. Before serving as Betterment's investing lead, Adam was Vice President in the Fixed Income, Currencies, and Commodities division at Goldman Sachs.

Adam was responsible for structured corporate credit and macro credit trading. In addition, Adam was part of the quantitative equity portfolio management team at New York Life Investments earlier in his career.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(2000)

Beyond AI Pilots: What Valiantys and Mercedes Can Teach Enterprise Leaders

Beyond AI Pilots: What Valiantys and Mercedes Can Teach Enterprise Leaders

What does it really take to build an AI-ready enterprise when your data is fragmented, teams operate in silos, and years of technology decisions have created complexity that no large language model ca...

24 Heinä 0s

AI in HR: Dayforce on Why Governance Helps Companies Move Faster

AI in HR: Dayforce on Why Governance Helps Companies Move Faster

What happens when AI moves beyond writing emails and summarizing meetings and starts influencing who gets hired, promoted, and paid? In this episode of Tech Talks Daily, I speak with David Lloyd, Chie...

23 Heinä 0s

How IBM Is Turning Agentic AI Into Measurable Business Value

How IBM Is Turning Agentic AI Into Measurable Business Value

What separates an impressive agentic AI demonstration from a deployment that produces measurable business value across an entire company? In this episode, I speak with Frank Theisen, Vice President of...

22 Heinä 0s

Why Extreme Networks Says Executives Now Expect AI ROI Within Weeks

Why Extreme Networks Says Executives Now Expect AI ROI Within Weeks

How quickly should an AI investment begin producing measurable business results? In this episode, I speak with Monica Kumar, Executive Vice President and Chief Marketing Officer at Extreme Networks, a...

21 Heinä 0s

Commvault: Why Your Disaster Recovery Plan Could Make Ransomware Worse

Commvault: Why Your Disaster Recovery Plan Could Make Ransomware Worse

Could the disaster recovery plan designed to protect your company make a ransomware incident even worse? In this episode, I speak with Darren Thomson, Vice President and Chief Technology Officer for E...

20 Heinä 30min

How AI Is Taking the Guesswork Out of Cross Border Delivery

How AI Is Taking the Guesswork Out of Cross Border Delivery

Why can we track a meal traveling across town almost minute by minute, yet an international parcel can seemingly disappear between checkout and delivery? In this episode, I speak with Dieter Van Putte...

19 Heinä 28min

What Non-Technical Founders Need to Know Before Building With AI

What Non-Technical Founders Need to Know Before Building With AI

Do you need to understand code before you can build a technology company or lead a team of developers? Five years after our previous conversation, I welcome Sophia Matveeva back to the podcast. Sophia...

19 Heinä 38min

Why AI Cannot Fix a Business It Does Not Understand

Why AI Cannot Fix a Business It Does Not Understand

What happens when an AI agent begins influencing business decisions without fully understanding the systems, processes and dependencies behind them? In this episode, I speak with Bert van der Zwan, CE...

18 Heinä 21min

Suosittua kategoriassa Politiikka ja uutiset

aikalisa
uutiscast
ootsa-kuullut-tasta-2
rss-ootsa-kuullut-tasta
rss-seksicast
rss-podme-livebox
rss-vaalirankkurit-podcast
otetaan-yhdet
aihe
politiikan-puskaradio
rikosmyytit
rss-girls-finish-f1rst
rss-raha-talous-ja-politiikka
rss-asiastudio
rss-varsinaista-puhetta