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AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 9

The Future of Fintech and Financial Planning

The Future of Fintech and Financial Planning

Rob and Rory speak with Ted Denbow, the VP and Head of Sales at Right Capital, an industry-leading financial planning software provider. With over 25 years in the financial services industry, Ted discusses the challenges he observed in the field and how Right Capital seeks to solve them. Ted also explains the innovations that have taken place in the industry over the last decade, the challenges it currently faces, and its future. Ted explores the importance of adjusting strategies to counter the changing tax laws under the Biden administration and how clients can use Right Capital’s resources to meet those needs. He also expounds on the effect of developing technologies like AI and automation on the fintech industry. Ted also covers how Right Capital has cultivated partnerships with other fintech providers like Betterment and Vanilla so advisors can provide their clients with a holistic experience. Lastly, we discuss how firms can take advantage of one of the largest transitions of wealth in history, aka “The Silver Tsunami!”

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