WealthStack: Anton Honikman on the NextGen of Wealth Administration

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What occurs to the wealth administration trade when your shoppers can go away you with a click on of a button on their smartphone? Change continues to brush by way of the trade, with expertise enjoying a essential position. To ensure that corporations to succeed, they need to be centered on future-proofing their apply, which suggests they should adapt and undertake new expertise with a view to stay aggressive.

On this episode, Shannon Rosic, director of WealthStack Content material and Options, speaks with Anton Honikman, CEO of MyVest, about how advisors have to evolve and elevate the best way they do enterprise.

Shannon and Anton talk about:

• The significance of embracing ‘holistic’ wealth administration by contemplating all of a shopper’s belongings and liabilities
• Tendencies round autonomous finance 
• What personalised portfolio development means to the shopper expertise 
• Why the trade must develop from wealth administration to monetary wellness, together with non-investment recommendation 

Join with Shannon Rosic:

Join with the Visitor:

About Our Visitor:

Anton is the CEO of MyVest, a completely owned wealthtech subsidiary of TIAA, the place he drives the corporate’s strategic imaginative and prescient, tradition, and enterprise improvement. He’s a daily speaker and commentator within the fields of wealth administration, wealth expertise and the way forward for monetary recommendation.

Anton’s profession has centered on the confluence of investments and expertise. Previous to becoming a member of MyVest in 2012, Anton served as President of Ada Investments, a startup funding supervisor that constructed modern ESG methods, he launched the company enterprise capital group at Barclays International Buyers (now BlackRock), and he spent 10 years in quite a lot of roles at Barra, Inc. (now MSCI), the place he led the crew that created BarraOne, a number one multi-asset class portfolio analytics platform.

Anton holds a BS in monetary economics and utilized statistics from the College of Cape City, South Africa. He’s a former trustee and Chair of the Finance Committee of The San Francisco College.