Listen to this “Finance in Focus” podcast series to hear a cast of interesting experts discuss how the wealth management industry is adapting to new and emerging technologies that include robo-advisors, blockchain, analytics, and cognitive. Over the course of 10 episodes, hosts Rob Stanich and Alex Baghdjian are joined by wealth management experts to discuss behavior financing, DOL fiduciary rule, social media marketing, account aggregation, millennials, surveillance, and regulations.

1. IBM Analytics
10 WealthTech podcasts
every wealth advisor
should listen to

2. IBM Analytics
Podcasts are becoming a big
trend. More than a third of
Americans have listened to
podcasts, according to Edison
Research, a figure that has
tripled in the last decade.
Edison Research citation: http://www.journalism.org/2016/06/15/podcasting-fact-sheet/

3. The wealth management industry is facing disruptive innovation in the form
of new and emerging technologies:
Ÿ Fintech
Ÿ robo-advisors
Ÿ blockchain
How can you remain competitive in the future?
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4. IBM Analytics
Listen to this Finance in Focus podcast series
to be introduced to a cast of industry experts
discussing topics that will help you understand
the future of wealth management.

5. Finance in Focus: The future of digital wealth management
Wealth management industry experts
Alex Baghdjian, Paolo Sironi, Rob Stanich
and Brian Walter discuss the future of the
wealth management industry, and the
disruptive technology that is transforming
the industry.
Listen now
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6. Finance in Focus: What is behavioral finance?
Financial experts Victor Ricciardi and
Hugh Massie discuss the benefits of combining
behavior science with financial investing.
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7. Finance in Focus:
How planners can build new business with social media
Wealth management experts April J. Rudin and
Marissa Pick explain how they use social media
to build their personal brands and why investment
planners should actively engage in social media.
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8. Finance in Focus: Millennials managing money
Financial institutions of all kinds are seeking ways
of catering to the influx of millennials who are filling
workplaces at record numbers. Jon Stein, CEO
of Betterment; Priya Malani, cofounder of Stash
Wealth and Carolyn Baird, noted author of papers
analyzing the millennial phenomenon discuss how
millennials are managing and investing their money.
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9. Finance in Focus: What is investment account aggregation?
Margaret Hartigan and Lowell Putnam, the
respective CEOs of Marstone and Quovo, discuss
how their companies’ solutions use account
aggregation to give financial investors a holistic view
of clients. Learn why account aggregation was
one of the hottest wealth management topics in
2016, leaving you wondering why this intuitive
model took so long to take hold.
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10. Finance in Focus: Cognitive Surveillance
Extraordinary costs of misconduct can be a
daunting challenge for financial services institutions.
Wealth management experts Marc Andrews and
April Rudin discuss a cognitive and holistic solution
for monitoring complex trading scenarios. Learn
how it allows financial firms to go beyond traditional,
rules-based alert systems to create a robust and
unified surveillance system.
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11. Finance in Focus: DOL
Dr. Ron Rhoades and Abhishek Goswami
discuss the pros and cons of the Department of
Labor (DOL) Fiduciary Rule that is expected in
the US on April 10, 2017, and it will affect wealth
management advisors and investors alike. This
regulation means that investment recommendations
need to be in the clients’ best interest rather than
simply being suitable for them.
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12. Finance in Focus: Transforming Wall Street
IBM is out to transform how financial services
organizations market, sell to and service their clients.
IBM Watson, which has been transforming the
healthcare industry, is now setting its sights on Wall
Street. Fintech expert and publisher Jim Marous
describes the changing dynamics of the market as
he outlines the need for enhanced customer insight
solutions for financial services.
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13. Finance in Focus: Wealth Management Insights (RegTech)
Wealth management experts Marc Andrews and
April Rudin discuss ways that financial institutions
can use cognitive computing to find solid ground in
shifting regulatory terrain.
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14. Finance in Focus: Cognitive technology for Financial Advisors
Wealth management experts Alex Baghdjian,
April Rudin and Bill Sullivan discuss cognitive
technology for financial advisors that can automate
mundane tasks and help them deliver enhanced
customer experiences. See for yourself how
cognitive capabilities enable wealth management
advisors to spend more time educating clients
and developing skill sets that can bring real value
to their clients.
Listen now
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