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.