WealthTech Today

292 Episodes

1. Ep. 93: Putting the Puzzle Pieces Together – April News Roundup

   Published: 4/1/2021
2. Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack

   Published: 3/25/2021
3. #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist

   Published: 3/18/2021
4. #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin

   Published: 3/11/2021
5. #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup

   Published: 3/4/2021
6. #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de

   Published: 2/26/2021
7. #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners

   Published: 2/18/2021
8. #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick

   Published: 2/11/2021
9. #ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze

   Published: 2/5/2021
10. #ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva

    Published: 1/28/2021
11. #ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou

    Published: 1/25/2021
12. #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?

    Published: 1/18/2021
13. #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2

    Published: 1/4/2021
14. #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell

    Published: 12/24/2020
15. #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift

    Published: 12/17/2020
16. #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur

    Published: 12/10/2020
17. #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare

    Published: 12/3/2020
18. #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road

    Published: 11/30/2020
19. #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts

    Published: 11/20/2020
20. #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin

    Published: 11/12/2020