Episode Notes

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.

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