3 Questions: Kestra Financial’s CTO on FinTech - Barron's
3 Questions: Kestra Financial’s CTO on FinTech - Barron's 3 Questions: Kestra Financial’s CTO on FinTech - Barron's July 31st Playbook - PoliticsPA Remember... Dungeon Keeper 2? - NAG 3 Questions: Kestra Financial’s CTO on FinTech - Barron's Posted: 31 Jul 2019 10:53 AM PDT 1. What's the biggest unmet fintech need for advisors? While I applaud that all the major vendors seem to be focusing on more integrated advisor and investor experiences, far too many of them are solving to that by rushing to the same unrealistic spot. They all want to be your "portal" or your "one stop shop." What we need instead are industry standards for the exchange of complex data (like financial plans, proposals, and performance data) so that it isn't only easier to integrate different best-of-breed systems together, but it's easier for advisors to move with confidence betw
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