JP Nicols hosts Andy Rachleff, Founder and CEO of Wealthfront, talking nextgen banking and disruption and innovation in financial services. Then, Jason Barsema, Co-Founder and President of Halo Investing, shares insights on the current and future state of robo-advisors and how Halo takes a different approach, as the world's first and only independent multi-issuer technology platform for Structured Notes.

Disclaimer: Halo Investing is a technology provider affiliated with Halo Sentinus Securities LLC. The podcast nor its content is not to be considered as investment advice, solicitation, or endorsement of suitability of any product or strategy.