WealthTech Today

292 Episoade

1. #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial

   Publicat: 06.11.2020
2. #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai

   Publicat: 29.10.2020
3. #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1

   Publicat: 22.10.2020
4. #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management

   Publicat: 08.10.2020
5. #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood

   Publicat: 03.10.2020
6. #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout

   Publicat: 25.09.2020
7. #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant

   Publicat: 17.09.2020
8. #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon

   Publicat: 10.09.2020
9. #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg

   Publicat: 27.08.2020
10. #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE

    Publicat: 20.08.2020
11. #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0?

    Publicat: 13.08.2020
12. #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson

    Publicat: 30.07.2020
13. #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar

    Publicat: 24.07.2020
14. #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu

    Publicat: 16.07.2020
15. #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera

    Publicat: 10.07.2020
16. #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

    Publicat: 03.07.2020
17. #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones

    Publicat: 25.06.2020
18. #ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross

    Publicat: 19.06.2020
19. #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?

    Publicat: 15.06.2020
20. #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja

    Publicat: 04.06.2020