WealthTech Today

292 Episodes

1. Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds

   Published: 1/27/2023
2. Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar

   Published: 1/12/2023
3. Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2

   Published: 1/5/2023
4. Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1

   Published: 12/30/2022
5. Ep 170: December WealthTech News

   Published: 12/26/2022
6. Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map

   Published: 12/8/2022
7. Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf

   Published: 12/1/2022
8. Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit

   Published: 11/18/2022
9. Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken

   Published: 11/11/2022
10. Ep. 165: November News Roundup

    Published: 11/5/2022
11. Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial

    Published: 10/31/2022
12. Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech

    Published: 10/14/2022
13. Ep. 161: Never Assume You Know the Market with Ryan George, Docupace

    Published: 10/7/2022
14. Ep. 160: September WealthTech News Roundup

    Published: 9/30/2022
15. Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq

    Published: 9/22/2022
16. Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial

    Published: 9/16/2022
17. Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial

    Published: 9/8/2022
18. Ep. 156: August WealthTech News

    Published: 8/31/2022
19. Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts

    Published: 8/30/2022
20. Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar

    Published: 8/11/2022