Post Tagged with: "Avoka"

Breaking Banks: FinTech Takes on Investing [AUDIO]

Breaking Banks: FinTech Takes on Investing [AUDIO]

by February 19, 2016 at 8:46 am 0 comments

JP Nicols, himself a veteran of the wealth management space, discusses innovation in wealth management on this week’s episode of Breaking Banks. He speaks to Jay Shah of Personal Capital, Derek Corcoran of Avoka, and Eric Matteson of Finovate.