WealthTech Today
By Craig Iskowitz
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Subscribers: 6
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Episodes: 235
Description
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
| Episode | Date |
|---|---|
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Ep. 238: Breakaway Blueprint with Morningstar Office
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May 02, 2024 |
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Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions
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Apr 25, 2024 |
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Ep. 236: April WealthTech News
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Apr 18, 2024 |
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Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials
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Apr 11, 2024 |
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Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire
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Apr 04, 2024 |
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Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman
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Mar 28, 2024 |
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Ep. 232: March WealthTech News
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Mar 21, 2024 |
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Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
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Mar 14, 2024 |
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Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial
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Mar 07, 2024 |
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Ep. 229: The Breakaway Blueprint, with Advyzon
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Mar 05, 2024 |
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Ep. 228: February Wealthtech News
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Feb 29, 2024 |
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Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts
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Feb 27, 2024 |
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Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX
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Feb 20, 2024 |
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Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac
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Feb 15, 2024 |
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Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls
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Feb 08, 2024 |
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Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN
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Feb 01, 2024 |
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Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex
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Jan 25, 2024 |
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Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond
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Jan 23, 2024 |
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Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing
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Jan 16, 2024 |
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Ep. 219: The WealthTech Today Podcast Best of 2023
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Jan 11, 2024 |
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Ep. 218: January News Roundup
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Jan 09, 2024 |
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Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT
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Jan 04, 2024 |
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Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline
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Dec 28, 2023 |
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Ep. 215: The Chicken and the Egg Problem with Alts by Eric Satz, Alto IRA
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Dec 21, 2023 |
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Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP
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Dec 15, 2023 |
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Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine
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Dec 14, 2023 |
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Ep. 212: Navigating Private Markets with Marcus New, InvestX
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Dec 07, 2023 |
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Ep. 211: November WealthTech News
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Dec 01, 2023 |
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Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth
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Nov 16, 2023 |
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Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors
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Nov 10, 2023 |
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Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP
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Nov 02, 2023 |
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Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder
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Oct 27, 2023 |
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Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth
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Oct 19, 2023 |
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Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf
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Oct 12, 2023 |
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Ep. 204: October WealthTech News
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Oct 03, 2023 |
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Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig
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Sep 22, 2023 |
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Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra
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Sep 14, 2023 |
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Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla
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Sep 07, 2023 |
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Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin
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Sep 01, 2023 |
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Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce
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Aug 25, 2023 |
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Ep. 198: August WealthTech News
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Aug 21, 2023 |
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Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotwood, RFG Advisory
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Aug 10, 2023 |
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Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor
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Aug 07, 2023 |
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Ep. 195: July WealthTech News
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Jul 28, 2023 |
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Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor
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Jul 27, 2023 |
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Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth
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Jul 14, 2023 |
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Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx
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Jul 06, 2023 |
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Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management
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Jul 03, 2023 |
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Ep. 190: June WealthTech News
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Jun 26, 2023 |
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Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth
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Jun 15, 2023 |
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Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM
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Jun 11, 2023 |
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Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing
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Jun 05, 2023 |
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Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle
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May 19, 2023 |
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Ep 184: May WealthTech News
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May 15, 2023 |
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Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild
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Apr 25, 2023 |
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Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther
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Apr 07, 2023 |
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Ep. 181: March WealthTech News
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Mar 24, 2023 |
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Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason
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Mar 16, 2023 |
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Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower
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Mar 09, 2023 |
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Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo
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Feb 23, 2023 |
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Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt
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Feb 17, 2023 |
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Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft
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Feb 10, 2023 |
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Ep. 175: February Wealthtech News
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Feb 06, 2023 |
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Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds
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Jan 27, 2023 |
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Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar
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Jan 12, 2023 |
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Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2
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Jan 05, 2023 |
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Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1
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Dec 30, 2022 |
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Ep 170: December WealthTech News
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Dec 26, 2022 |
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Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map
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Dec 08, 2022 |
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Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
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Dec 01, 2022 |
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Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit
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Nov 18, 2022 |
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Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken
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Nov 11, 2022 |
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Ep. 165: November News Roundup
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Nov 05, 2022 |
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Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial
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Oct 31, 2022 |
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Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech
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Oct 14, 2022 |
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Ep. 161: Never Assume You Know the Market with Ryan George, Docupace
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Oct 07, 2022 |
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Ep. 160: September WealthTech News Roundup
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Sep 30, 2022 |
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Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
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Sep 22, 2022 |
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Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial
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Sep 16, 2022 |
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Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial
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Sep 08, 2022 |
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Ep. 156: August WealthTech News
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Aug 31, 2022 |
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Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts
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Aug 30, 2022 |
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Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar
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Aug 11, 2022 |
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Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark
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Aug 04, 2022 |
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Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX
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Jul 28, 2022 |
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Ep. 151: July WealthTech News
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Jul 25, 2022 |
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Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv
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Jul 14, 2022 |
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Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI
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Jul 07, 2022 |
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Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG
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Jun 24, 2022 |
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Ep. 147: June News Roundup
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Jun 21, 2022 |
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Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors
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Jun 09, 2022 |
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Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence
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Jun 02, 2022 |
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Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology
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May 26, 2022 |
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Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
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May 24, 2022 |
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Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager
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May 13, 2022 |
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Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera
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May 05, 2022 |
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Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360
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Apr 29, 2022 |
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Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin
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Apr 21, 2022 |
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Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt
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Apr 20, 2022 |
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Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan
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Apr 14, 2022 |
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Ep. 136: April WealthTech News Roundup
|
Apr 08, 2022 |
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Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions
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Apr 01, 2022 |
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Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts
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Mar 17, 2022 |
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Ep. 133: March WealthTech News Roundup
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Mar 11, 2022 |
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Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development
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Mar 03, 2022 |
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Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva
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Feb 24, 2022 |
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Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark
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Feb 17, 2022 |
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Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak
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Feb 15, 2022 |
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Ep. 128: February WealthTech News
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Feb 15, 2022 |
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Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones
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Jan 27, 2022 |
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Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet
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Jan 20, 2022 |
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Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest
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Jan 13, 2022 |
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Ep. 124: January WealthTech News Roundup
|
Jan 06, 2022 |
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Ep. 123: Best of WealthTech Today 2021 Roundup
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Dec 30, 2021 |
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Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace
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Dec 23, 2021 |
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Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton
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Dec 19, 2021 |
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Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS
|
Dec 13, 2021 |
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Ep. 119: December WealthTech News Roundup
|
Dec 07, 2021 |
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Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish
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Nov 18, 2021 |
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Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys
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Nov 12, 2021 |
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Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx
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Oct 28, 2021 |
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Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne
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Oct 21, 2021 |
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Ep. 114: October WealthTech News Roundup
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Oct 12, 2021 |
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Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network
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Sep 30, 2021 |
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Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement
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Sep 23, 2021 |
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Ep. 111: September Wealthtech News Roundup
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Sep 14, 2021 |
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Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar
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Sep 04, 2021 |
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Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG
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Aug 27, 2021 |
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Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre
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Aug 19, 2021 |
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Ep. 107: August News Roundup
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Aug 11, 2021 |
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Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante
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Jul 29, 2021 |
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Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data
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Jul 22, 2021 |
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Ep. 104: July Wealthtech News Roundup
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Jul 15, 2021 |
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Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing
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Jun 30, 2021 |
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Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets
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Jun 17, 2021 |
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Ep. 101: June WealthTech News Roundup
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Jun 08, 2021 |
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Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein
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May 27, 2021 |
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Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace
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May 20, 2021 |
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Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro
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May 14, 2021 |
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Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup
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May 03, 2021 |
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Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan
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Apr 27, 2021 |
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Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology
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Apr 15, 2021 |
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Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild
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Apr 09, 2021 |
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Ep. 93: Putting the Puzzle Pieces Together – April News Roundup
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Apr 01, 2021 |
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Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack
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Mar 25, 2021 |
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#ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist
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Mar 18, 2021 |
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#ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin
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Mar 11, 2021 |
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#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup
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Mar 04, 2021 |
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#ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de
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Feb 26, 2021 |
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#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners
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Feb 18, 2021 |
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#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick
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Feb 11, 2021 |
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#ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze
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Feb 05, 2021 |
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#ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva
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Jan 28, 2021 |
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#ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou
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Jan 25, 2021 |
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#ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?
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Jan 18, 2021 |
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#ItzOnWealthTech Ep. 80: Best of 2020 – Part 2
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Jan 04, 2021 |
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#ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell
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Dec 24, 2020 |
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#ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift
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Dec 17, 2020 |
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#ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur
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Dec 10, 2020 |
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#ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare
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Dec 03, 2020 |
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#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road
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Nov 30, 2020 |
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#ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts
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Nov 20, 2020 |
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#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin
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Nov 12, 2020 |
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#ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial
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Nov 06, 2020 |
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#ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai
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Oct 29, 2020 |
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#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1
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Oct 22, 2020 |
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#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management
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Oct 08, 2020 |
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#ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood
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Oct 03, 2020 |
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#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout
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Sep 25, 2020 |
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#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant
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Sep 17, 2020 |
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#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon
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Sep 10, 2020 |
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#ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg
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Aug 27, 2020 |
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#ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE
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Aug 20, 2020 |
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#ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0?
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Aug 13, 2020 |
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#ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson
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Jul 30, 2020 |
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#ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar
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Jul 24, 2020 |
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#ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu
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Jul 16, 2020 |
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#WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera
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Jul 10, 2020 |
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#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman
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Jul 03, 2020 |
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#ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones
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Jun 25, 2020 |
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#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross
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Jun 19, 2020 |
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#ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?
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Jun 15, 2020 |
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#ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja
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Jun 04, 2020 |
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#ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar
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Jun 01, 2020 |
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#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna
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May 23, 2020 |
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#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal
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May 07, 2020 |
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#ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison
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Apr 30, 2020 |
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#ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati
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Apr 23, 2020 |
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#ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi
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Apr 09, 2020 |
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#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt
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Apr 04, 2020 |
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#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter
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Mar 26, 2020 |
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#ItzOnWealthTech Ep. 43: Female Leaders in Technology
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Mar 19, 2020 |
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#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference
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Mar 12, 2020 |
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#ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience
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Mar 03, 2020 |
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#ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference
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Feb 27, 2020 |
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#ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt
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Feb 20, 2020 |
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#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo
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Feb 13, 2020 |
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#ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan
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Feb 06, 2020 |
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#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson
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Jan 30, 2020 |
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#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center
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Jan 29, 2020 |
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#ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast
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Dec 21, 2019 |
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#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs
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Dec 12, 2019 |
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#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference
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Nov 22, 2019 |
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#ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces
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Nov 11, 2019 |
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#ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights
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Nov 05, 2019 |
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#ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems
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Oct 24, 2019 |
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#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell
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Oct 11, 2019 |
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#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data
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Oct 07, 2019 |
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#ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group
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Sep 30, 2019 |
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#ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys
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Sep 19, 2019 |
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#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
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Sep 02, 2019 |
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#ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial
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Aug 27, 2019 |
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#ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend
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Aug 23, 2019 |
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#ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone
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Aug 15, 2019 |
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#ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence
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Aug 02, 2019 |
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#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
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Jul 26, 2019 |
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#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep
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Jul 11, 2019 |
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#ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market
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Jul 01, 2019 |
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#ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins
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Jun 20, 2019 |
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#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade
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Jun 17, 2019 |
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#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR
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Jun 06, 2019 |
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#ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt
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May 30, 2019 |
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#ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech
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May 23, 2019 |
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#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses
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May 16, 2019 |
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#WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj
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May 09, 2019 |
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#ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News
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May 02, 2019 |
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#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
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Apr 25, 2019 |
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#ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services
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Apr 16, 2019 |
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#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners
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Apr 09, 2019 |
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#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack
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Apr 02, 2019 |
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#ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash
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Mar 27, 2019 |
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#ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna
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Mar 21, 2019 |
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#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern
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Mar 12, 2019 |
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#ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman
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Mar 05, 2019 |
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#ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference
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Feb 25, 2019 |