Chartering a different path to wealth management — with technology and purpose

As clients look to consolidate their assets and relationships, what roles do community banks and credit unions play? Can technology be leveraged in a thoughtful way to help these financial institutions create and extend a broader set of solutions to their communities? When smartphones become wallets, who will be there to help consumers establish good financial habits and attain more secure financial well-being for the long term? In this week’s One Vision, Theo chats with digital wealth pioneer Margaret Hartigan, on her experience as a financial advisor during the dotcom era to the financial crisis, her journey across the country and the past decade as a startup founder, and on the future of banking and wealth management. If you are curious about the role that fintechs, banks, and big techs will play in wealth management, this is a must-listen episode for you. Hosted on Acast. See acast.com/privacy for more information.

Om Podcasten

One Vision podcast, hosted by Theodora Lau, brings purposeful innovation to spotlight. It is where impact meets innovation. One Vision is a convergence of minds that dream of a sustainable world for future generations galvanized by innovation. The latest season, FinTech Fuse, brought to you by the powerhouse trio, Theodora Lau, Barb MacLean, and Stephanie Foster, continues the tradition of telling stories that matter.We speak to startup founders, investors, industry players, thought leaders and policy makers in the innovation ecosystem and get their views. While there have been a lot discussed about innovation in the western world, we believe that impact at scale can be achieved in the emerging markets too. In recent times we have seen several leap frog moments across the emerging world. What Alibaba and Tencent have achieved in China, PayTM in India and MPesa in Africa are great examples of impactful stories. We talk to many emerging market players and highlight their efforts to create such leap frog moments.We believe there are many innovation stories that have impact on people's life across the world. We identify these stories and talk to them about their journeys, successes and challenges they have had to overcome. In providing a stage for these entrepreneurs, thought leaders and innovators, we hope to inspire a generation looking to effect positive change. One Vision, One Dream, One Voice for One sustainable future. Hosted on Acast. See acast.com/privacy for more information.