I’m joined this week by Lex Sokolin. He’s a self-described futurist and entrepreneur focused on the next generation of financial services. He currently directs fintech strategy at Autonomous Research, a research firm for the financial sector. Previously, he led product design and corporate development as COO at Vanare, a wealth management platform built on robo-advisor DNA. He was founder and CEO of NestEgg, a robo-advisor that pioneered online wealth management in partnership with financial advisors.
We talk about the changes happening in the financial services space and the types of opportunities for incumbent and upstart financial firms willing to do the hard work. Lex’s entrepreneurial story takes us through his four-wave framework for the evolution of robo-advisors. Pay attention to what he says about the next stage for the industry and what it says about the ETF industry, as well.
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