1844: Balancing Automation and Human Support in Financial Advising
Tech Talks Daily · Neil C. Hughes
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Show Notes
Altruist is on a mission to make independent financial advice better, more affordable, and accessible. The company has built an all-in-one platform that reduces barriers for financial advisors to deliver great advice. As a result, advisors using Altruist can work more efficiently and substantially lower operating costs, enabling them to grow on their terms and help more people.
Adam Grealish offers an overview of the state of the financial advising industry and why there's a time and place for Robo advisors. But there's a growing need for human financial advice too.
About Adam
Adam Grealish's career is rooted in financial innovation. Through his work (formerly at Betterment and Goldman Sachs, and now at Altruist as Head of Investments), Adam has a unique pulse on the trends and issues shaping the wealth management and financial planning technology spaces.
Further, because Adam has assisted financial advisors for years in various roles, he has keen insight into how the industry has evolved and where it needs to go. Before serving as Betterment's investing lead, Adam was Vice President in the Fixed Income, Currencies, and Commodities division at Goldman Sachs.
Adam was responsible for structured corporate credit and macro credit trading. In addition, Adam was part of the quantitative equity portfolio management team at New York Life Investments earlier in his career.