WealthTech Today

292 Episodes

1. Ep. 133: March WealthTech News Roundup

   Published: 3/11/2022
2. Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development

   Published: 3/3/2022
3. Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva

   Published: 2/24/2022
4. Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark

   Published: 2/17/2022
5. Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak

   Published: 2/15/2022
6. Ep. 128: February WealthTech News

   Published: 2/15/2022
7. Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones

   Published: 1/27/2022
8. Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet

   Published: 1/20/2022
9. Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest

   Published: 1/13/2022
10. Ep. 124: January WealthTech News Roundup

    Published: 1/6/2022
11. Ep. 123: Best of WealthTech Today 2021 Roundup

    Published: 12/30/2021
12. Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace

    Published: 12/23/2021
13. Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton

    Published: 12/19/2021
14. Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS

    Published: 12/13/2021
15. Ep. 119: December WealthTech News Roundup

    Published: 12/7/2021
16. Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish

    Published: 11/18/2021
17. Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys

    Published: 11/12/2021
18. Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx

    Published: 10/28/2021
19. Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne

    Published: 10/21/2021
20. Ep. 114: October WealthTech News Roundup

    Published: 10/12/2021