WealthTech Today

292 Episodes

1. Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud

   Published: 2/18/2025
2. Ep. 274: January News Roundup

   Published: 2/3/2025
3. Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT

   Published: 1/24/2025
4. Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist

   Published: 1/16/2025
5. Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace

   Published: 1/10/2025
6. Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth

   Published: 1/3/2025
7. Ep. 269: December WealthTech News

   Published: 12/31/2024
8. Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak

   Published: 12/17/2024
9. Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group

   Published: 12/10/2024
10. Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify

    Published: 11/27/2024
11. Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy

    Published: 11/19/2024
12. Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration

    Published: 11/12/2024
13. Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth

    Published: 11/4/2024
14. Ep. 262: October WealthTech News

    Published: 10/24/2024
15. Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon

    Published: 10/17/2024
16. Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map

    Published: 10/10/2024
17. Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech

    Published: 10/3/2024
18. Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity

    Published: 9/26/2024
19. Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors

    Published: 9/19/2024
20. Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t

    Published: 9/16/2024