This week Ned is joined by William Trout, Wealth Management Director at Javelin Strategy and Research. Will tells him about the most recent reports he’s worked on which center around the needs of retail investors and advisors. They also discuss Next Best Action and Direct Indexing amongst other things.

This week Ned is joined by William Trout, Wealth Management Director at Javelin Strategy and Research. Will tells him about the most recent reports he’s worked on which center around the needs of retail investors and advisors. They also discuss Next Best Action and Direct Indexing amongst other things.

This week Ned is joined by William Trout, Wealth Management Director at Javelin Strategy and Research. Will tells him about the most recent reports he’s worked on which center around the needs of retail investors and advisors.&nbsp;They also discuss Next Best Action and Direct Indexing amongst other things.

45. The Needs of Investors and Advisors with William Trout

WealthTech UnWrapped is a Bambu podcast that dives into the ins and outs of the WealthTech industry. It weaves the narrative between a startup founder, Ned Phillips, and special guests that bring their unique insight into this growing industry. Each week we tackle a different topic, from ideas on what the future of Robo-advisory should be, to the inside scoop of what it takes to run a tech company. Through humor, honest opinions, and playful analysis, we hope to unwrap the intricacies of WealthTech into digestible episodes that anyone can learn from. This podcast is for anyone who is bored and tired of the corporate schpiel around finance and technology.

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45. The Needs of Investors and Advisors with William Trout

45. The Needs of Investors and Advisors with William Trout