WealthTech Today

292 Episoade

1. Ep. 93: Putting the Puzzle Pieces Together – April News Roundup

   Publicat: 01.04.2021
2. Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack

   Publicat: 25.03.2021
3. #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist

   Publicat: 18.03.2021
4. #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin

   Publicat: 11.03.2021
5. #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup

   Publicat: 04.03.2021
6. #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de

   Publicat: 26.02.2021
7. #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners

   Publicat: 18.02.2021
8. #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick

   Publicat: 11.02.2021
9. #ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze

   Publicat: 05.02.2021
10. #ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva

    Publicat: 28.01.2021
11. #ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou

    Publicat: 25.01.2021
12. #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?

    Publicat: 18.01.2021
13. #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2

    Publicat: 04.01.2021
14. #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell

    Publicat: 24.12.2020
15. #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift

    Publicat: 17.12.2020
16. #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur

    Publicat: 10.12.2020
17. #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare

    Publicat: 03.12.2020
18. #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road

    Publicat: 30.11.2020
19. #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts

    Publicat: 20.11.2020
20. #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin

    Publicat: 12.11.2020