WealthTech Today

292 Episodes

1. #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial

   Published: 11/6/2020
2. #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai

   Published: 10/29/2020
3. #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1

   Published: 10/22/2020
4. #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management

   Published: 10/8/2020
5. #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood

   Published: 10/3/2020
6. #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout

   Published: 9/25/2020
7. #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant

   Published: 9/17/2020
8. #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon

   Published: 9/10/2020
9. #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg

   Published: 8/27/2020
10. #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE

    Published: 8/20/2020
11. #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0?

    Published: 8/13/2020
12. #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson

    Published: 7/30/2020
13. #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar

    Published: 7/24/2020
14. #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu

    Published: 7/16/2020
15. #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera

    Published: 7/10/2020
16. #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

    Published: 7/3/2020
17. #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones

    Published: 6/25/2020
18. #ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross

    Published: 6/19/2020
19. #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?

    Published: 6/15/2020
20. #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja

    Published: 6/4/2020