WealthTech Today

292 Episoade

1. Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark

   Publicat: 04.08.2022
2. Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX

   Publicat: 28.07.2022
3. Ep. 151: July WealthTech News

   Publicat: 25.07.2022
4. Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv

   Publicat: 14.07.2022
5. Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI

   Publicat: 07.07.2022
6. Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG

   Publicat: 24.06.2022
7. Ep. 147: June News Roundup

   Publicat: 21.06.2022
8. Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors

   Publicat: 09.06.2022
9. Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence

   Publicat: 02.06.2022
10. Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology 

    Publicat: 26.05.2022
11. Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference

    Publicat: 24.05.2022
12. Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager

    Publicat: 13.05.2022
13. Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera

    Publicat: 05.05.2022
14. Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360

    Publicat: 29.04.2022
15. Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin

    Publicat: 21.04.2022
16. Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt

    Publicat: 20.04.2022
17. Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan

    Publicat: 14.04.2022
18. Ep. 136: April WealthTech News Roundup

    Publicat: 08.04.2022
19. Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions

    Publicat: 01.04.2022
20. Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts

    Publicat: 17.03.2022