WealthTech Today

292 Episodes

1. #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces

   Published: 11/11/2019
2. #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights

   Published: 11/5/2019
3. #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems

   Published: 10/24/2019
4. #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell

   Published: 10/11/2019
5. #ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data

   Published: 10/7/2019
6. #ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group

   Published: 9/30/2019
7. #ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys

   Published: 9/19/2019
8. #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine

   Published: 9/2/2019
9. #ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial

   Published: 8/27/2019
10. #ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend

    Published: 8/23/2019
11. #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone

    Published: 8/15/2019
12. #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence

    Published: 8/2/2019
13. #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software

    Published: 7/26/2019
14. #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep

    Published: 7/11/2019
15. #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market

    Published: 7/1/2019
16. #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins

    Published: 6/20/2019
17. #WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade

    Published: 6/17/2019
18. #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR

    Published: 6/6/2019
19. #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt

    Published: 5/30/2019
20. #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech

    Published: 5/23/2019