WealthTech Today

292 Episoade

1. Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood

   Publicat: 03.07.2025
2. Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera

   Publicat: 30.06.2025
3. Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

   Publicat: 23.06.2025
4. Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day

   Publicat: 13.06.2025
5. Ep. 291: June WealthTech News

   Publicat: 05.06.2025
6. Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz

   Publicat: 16.05.2025
7. Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth

   Publicat: 08.05.2025
8. Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic

   Publicat: 02.05.2025
9. Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders

   Publicat: 17.04.2025
10. Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com

    Publicat: 10.04.2025
11. Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel

    Publicat: 07.04.2025
12. Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital

    Publicat: 03.04.2025
13. Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs

    Publicat: 28.03.2025
14. Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin

    Publicat: 21.03.2025
15. Ep. 281: March WealthTech News

    Publicat: 14.03.2025
16. Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech

    Publicat: 13.03.2025
17. Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken

    Publicat: 06.03.2025
18. Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences

    Publicat: 24.02.2025
19. Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion

    Publicat: 20.02.2025
20. Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick

    Publicat: 18.02.2025