At the Technology Tools for Today conference, guest host Ryan W. Neal sits down with Dani Fava, head of strategic development at Envestnet. After discussing the most interesting meals they had in Denton, Texas, Fava talks about the most exciting startups she met with in the conference's exhibit hall, the latest innovations coming out of Envestnet, pro bono financial planning and her vision for embedding financial wellness and advice into consumer apps.
Related article: T3 2022 recap: Top takeaways from the adviser fintech conference
Guest Bio:
As head of strategic development at Envestnet, Dani Fava accelerates the firm’s strategic vision to help advisers make financial wellness a reality for more people. Fava draws on more than 15 years of wealth management and technology experience, and most recently served as director of institutional innovation at TD Ameritrade Institutional.
This episode is sponsored by
As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests - whether they're just starting out or have more complex needs.
Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.
Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
