Jeff Schwantz

Chief revenue officer

Jeff Schwantz is the chief revenue officer at Advisor360°, a leading provider of open and integrated technology platforms for enterprise wealth management firms and their advisors.

He has 20-plus years of experience helping firms provide a better end-user experience for their financial advisors.

Technology

Is your firm's tech stack driving away financial advisors?

Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients.

By Jeff Schwantz

April 24

TRENDING

Practice and client management

Advisor headcounts are going away. Recruiters say it's about time

Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.

By Dan Shaw

May 4
Technology

Carson Group's Dani Fava on data strategy, AI bias and disconnecting from your desktop

In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.

By Rachel Witkowski

May 3
Tax

Supreme Court case highlights planning strategies for family businesses

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

By Tobias Salinger

May 3