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Despite the early successes of some of the robo-advice platforms, good financial advice is still something that is difficult to scale. The wealthy often work with professional advisors and the rest of us manage it ourselves where there is limited advice and often the accumulated assets just sit in retirement accounts being ignored. But that could be able to change.
My next guest on the Fintech One-on-One podcast is Mike Sha, the CEO and Co-Founder of SigFig. They are on a mission to deliver quality advice at scale and are working with some of the largest financial institutions in the country. But even Mike agrees much more needs to be done and they are looking at advice beyond wealth management to provide a more holistic approach.
In this podcast you will learn:
Connect with Fintech One-on-One:
4.9
5555 ratings
Despite the early successes of some of the robo-advice platforms, good financial advice is still something that is difficult to scale. The wealthy often work with professional advisors and the rest of us manage it ourselves where there is limited advice and often the accumulated assets just sit in retirement accounts being ignored. But that could be able to change.
My next guest on the Fintech One-on-One podcast is Mike Sha, the CEO and Co-Founder of SigFig. They are on a mission to deliver quality advice at scale and are working with some of the largest financial institutions in the country. But even Mike agrees much more needs to be done and they are looking at advice beyond wealth management to provide a more holistic approach.
In this podcast you will learn:
Connect with Fintech One-on-One:
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