WealthTech Today

292 Episodes

1. Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network

   Published: 9/30/2021
2. Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement

   Published: 9/23/2021
3. Ep. 111: September Wealthtech News Roundup

   Published: 9/14/2021
4. Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar

   Published: 9/4/2021
5. Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG

   Published: 8/27/2021
6. Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre

   Published: 8/19/2021
7. Ep. 107: August News Roundup

   Published: 8/11/2021
8. Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante

   Published: 7/29/2021
9. Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data

   Published: 7/22/2021
10. Ep. 104: July Wealthtech News Roundup

    Published: 7/15/2021
11. Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing

    Published: 6/30/2021
12. Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets

    Published: 6/17/2021
13. Ep. 101: June WealthTech News Roundup

    Published: 6/8/2021
14. Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein

    Published: 5/27/2021
15. Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace

    Published: 5/20/2021
16. Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro

    Published: 5/14/2021
17. Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup

    Published: 5/3/2021
18. Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan

    Published: 4/27/2021
19. Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology 

    Published: 4/15/2021
20. Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild

    Published: 4/9/2021