WealthTech Today

292 Episodes

1. Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials

   Published: 4/11/2024
2. Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire

   Published: 4/4/2024
3. Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman

   Published: 3/28/2024
4. Ep. 232: March WealthTech News

   Published: 3/21/2024
5. Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans

   Published: 3/14/2024
6. Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial

   Published: 3/7/2024
7. Ep. 229: The Breakaway Blueprint, with Advyzon

   Published: 3/5/2024
8. Ep. 228: February WealthTech News

   Published: 2/29/2024
9. Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts

   Published: 2/27/2024
10. Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX

    Published: 2/20/2024
11. Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac

    Published: 2/15/2024
12. Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls

    Published: 2/8/2024
13. Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN

    Published: 2/1/2024
14. Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex

    Published: 1/25/2024
15. Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond

    Published: 1/23/2024
16. Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing

    Published: 1/16/2024
17. Ep. 219: The WealthTech Today Podcast Best of 2023

    Published: 1/11/2024
18. Ep. 218: January News Roundup

    Published: 1/9/2024
19. Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT

    Published: 1/4/2024
20. Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline

    Published: 12/28/2023