EP.314 On The Frontlines of Disruptive #Finserv(Aired 11/21)
JP Nicols hosts Andy Rachleff, Founder and CEO, Wealthfront, talking nextgen banking and #fintech disruption and innovation in #FinancialServices. Then, Jason Barsema, Co-Founder and President, Halo Investing, Inc. talks the future of #roboadvisors and a different approach.
Disclaimer: Halo Investing is a technology provider affiliated with Halo Sentinus Securities LLC. The podcast nor its content is not to be considered as investment advice, solicitation, or endorsement of suitability of any product or strategy.