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Financial Advisor-Focused WealthTech Takes Center Stage Once More

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Derek Bruton has held leadership roles across major custodial firms and independent broker-dealers, including Charles Schwab, TD Ameritrade and LPL Financial, but he didn't start out in wealth management. The Stanford graduate from the class of 1989 played professional basketball in Japan his first few years after school, after playing on his college basketball team for four years on an athletic scholarship. "I recall two things about my first game, in Hokkaido, which is the northern-most Japanese island" he said. "The gym was ice cold, and when I was warming up there was steam coming off of everyone's body." Bruton, who now serves as CEO of Kingswood US, a hybrid RIA and broker-dealer with over $2.1 billion in assets, sees parallels between his basketball stint in a foreign country learning the ropes in real time on how to best integrate with his teammates and the complexities of aligning the right wealthtech for financial advisors.


Revolutionising customer engagement

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Dr. Sindhu Joseph is the co-founder and CEO at CogniCor, one of the leading global AI-based platforms that offer enterprise-grade cognitive virtual assistant solutions. She is one of the leading innovators in Artificial Intelligence with multiple patents awarded for her ground-breaking research works. With over 15 years of industry experience, Dr. Sindhu has completed her doctorate from Artificial Intelligence Institute, Barcelona, Spain. She also has 6 patents and 4 publications delving into intricate Artificial Intelligence. In conversation with Dominic Rebello, Dr. Sindhu, who deems herself as a fighter, says, she strongly believes that any woman who is passionate for technology must approach it and must be provided with appropriate opportunities.