March 16th, 2020
Join Dr. Richard Swart as he explores how advisor practices will evolve and grow primarily through the effective use of FinTech and WealthTech.
Dr. Swart will explore the various trends in the marketplace and discuss which concepts and ideas will be the most impactful to both advisors and their clients over the next five years.
Dr. Richard Swart is a globally recognized authority on FinTech and alternative finance. His work looks at the intersection of technology changes, access to finance and investment capital and social impact.
Currently, he is a Strategic Advisor to CrowdSmart.io - the world’s leading prediction platform in early-stage venture capital. He ran a research program on innovation in crowdfunding and platform-based finance at the Institute for Business and Social Impact in UC Berkeley’s Haas Business School and was the director of the Center for Emerging Technologies in the Bill Gates-funded Institute for Money, Technology and Financial Inclusion at UC Irvine. He has provided expert advice and consultation to the White House National Economic Council, the British Parliament, the World Bank, the Bill and Melinda Gates Foundation and dozens of global universities, think tanks, foundations, banks, governments, funds and family offices. He also sits on a number of boards and advisory boards for FinTech, blockchain and AI companies.