About The Episode

This is the first major market downturn experienced by most advisor technology platforms. My guest will discuss some of the unique challenges facing fintech vendors as a result of the newly enforced virtual work environment and by the sudden market correction.

About Our Guest

Mike Kerins is the founder and CEO of RobustWealth. Before starting the firm, he spent eight years at Franklin Templeton where he managed an investment team overseeing a global portfolio of $40 billion in assets. In 2018, RobustWealth was acquired by Principal Financial Group and continues to operate independently.

Show Note

Here is a link to the RobustWealth site.