WealthTech Today

292 Episodes

1. Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark

   Published: 8/4/2022
2. Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX

   Published: 7/28/2022
3. Ep. 151: July WealthTech News

   Published: 7/25/2022
4. Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv

   Published: 7/14/2022
5. Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI

   Published: 7/7/2022
6. Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG

   Published: 6/24/2022
7. Ep. 147: June News Roundup

   Published: 6/21/2022
8. Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors

   Published: 6/9/2022
9. Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence

   Published: 6/2/2022
10. Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology 

    Published: 5/26/2022
11. Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference

    Published: 5/24/2022
12. Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager

    Published: 5/13/2022
13. Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera

    Published: 5/5/2022
14. Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360

    Published: 4/29/2022
15. Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin

    Published: 4/21/2022
16. Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt

    Published: 4/20/2022
17. Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan

    Published: 4/14/2022
18. Ep. 136: April WealthTech News Roundup

    Published: 4/8/2022
19. Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions

    Published: 4/1/2022
20. Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts

    Published: 3/17/2022