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What happens to the wealth management industry when your clients can leave you with a click of a button on their smartphone? Change continues to sweep through the industry, with technology playing a critical role. In order for firms to succeed, they should be focused on future-proofing their practice, which means they need to adapt and adopt new technology in order to remain competitive.
In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Anton Honikman, CEO of MyVest, about how advisors need to evolve and elevate the way they do business.
Shannon and Anton discuss:
- The importance of embracing ‘holistic’ wealth management by considering all of a client’s assets and liabilities
- Trends around autonomous finance
- What personalized portfolio construction means to the client experience
- Why the industry needs to expand from wealth management to financial wellness, including non-investment advice
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About Our Guest:
Anton is the CEO of MyVest, a wholly owned wealthtech subsidiary of TIAA, where he drives the company’s strategic vision, culture, and business development. He is a regular speaker and commentator in the fields of wealth management, wealth technology and the future of financial advice.
Anton’s career has focused on the confluence of investments and technology. Prior to joining MyVest in 2012, Anton served as President of Ada Investments, a startup investment manager that built innovative ESG strategies, he launched the corporate venture capital group at Barclays Global Investors (now BlackRock), and he spent 10 years in a variety of roles at Barra, Inc. (now MSCI), where he led the team that created BarraOne, a leading multi-asset class portfolio analytics platform.
Anton holds a BS in financial economics and applied statistics from the University of Cape Town, South Africa. He is a former trustee and Chair of the Finance Committee of The San Francisco School.