WealthTech Today

293 Episoade

1. #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech

   Publicat: 23.05.2019
2. #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

   Publicat: 16.05.2019
3. #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj

   Publicat: 09.05.2019
4. #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News

   Publicat: 02.05.2019
5. #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

   Publicat: 25.04.2019
6. #ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services

   Publicat: 16.04.2019
7. #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners

   Publicat: 09.04.2019
8. #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

   Publicat: 02.04.2019
9. #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash

   Publicat: 27.03.2019
10. #ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna

    Publicat: 21.03.2019
11. #ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

    Publicat: 12.03.2019
12. #ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman

    Publicat: 05.03.2019
13. #ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

    Publicat: 25.02.2019