WealthTech Today

292 Episodes

1. #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

   Published: 5/16/2019
2. #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj

   Published: 5/9/2019
3. #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News

   Published: 5/2/2019
4. #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

   Published: 4/25/2019
5. #ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services

   Published: 4/16/2019
6. #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners

   Published: 4/9/2019
7. #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

   Published: 4/2/2019
8. #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash

   Published: 3/27/2019
9. #ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna

   Published: 3/21/2019
10. #ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

    Published: 3/12/2019
11. #ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman

    Published: 3/5/2019
12. #ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

    Published: 2/25/2019