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Quovo CEO Talks Data & the Changing State of Wealth Management

Lowell Putnam, CEO and co-founder of portfolio company Quovo, discusses his thoughts on wealth management and how data and technology are reshaping the industry with Kate Christensen, host of Rise Radio. Lowell and Kate also dive into the concept of more inclusive wealth management, the state of the industry’s pricing model, the evolving role of advisors, the unbundling and "hyperpersonalization" of financial services, and how Quovo fits into it all.

Perhaps most importantly, Lowell discusses the soaring secondary market value of the increasingly hard-to-find Quovo Classic Hoodie. Give it a listen.

Tags

data, wealth management