WealthTech Today

292 Episodes

1. Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA

   Published: 12/21/2023
2. Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP

   Published: 12/15/2023
3. Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine

   Published: 12/14/2023
4. Ep. 212: Navigating Private Markets with Marcus New, InvestX

   Published: 12/7/2023
5. Ep. 211: November WealthTech News

   Published: 12/1/2023
6. Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth

   Published: 11/16/2023
7. Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors

   Published: 11/10/2023
8. Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP

   Published: 11/2/2023
9. Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder

   Published: 10/27/2023
10. Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth

    Published: 10/19/2023
11. Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf

    Published: 10/12/2023
12. Ep. 204: October WealthTech News

    Published: 10/3/2023
13. Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig

    Published: 9/22/2023
14. Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra

    Published: 9/14/2023
15. Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla

    Published: 9/7/2023
16. Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin

    Published: 9/1/2023
17. Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce

    Published: 8/25/2023
18. Ep. 198: August WealthTech News

    Published: 8/21/2023
19. Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory

    Published: 8/10/2023
20. Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor

    Published: 8/7/2023