All Episodes

Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access

Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly

Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group

Ep. 354: Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence

Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi

Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial

Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen

Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group

Ep. 349: July WealthTech News

Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault

Ep. 347: June News

Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep

Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed

Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine

Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team

Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group

Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor

Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI

Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar

Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens

Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors

Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish

Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office

Ep. 334: March WealthTech News

Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud

Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify

Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management

Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion

Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel

Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning

Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies

Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet

Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies

Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily

Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology

Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners

Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset

Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group

Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera

Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial

Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors

Ep. 315: November Wealthtech News

Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map

Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout

Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions

Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans

Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion

Ep. 308: September WealthTech News

Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen

Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney

Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners

Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline

Ep. 303: August News

Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks

Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai

Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces

Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla

Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr

Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves

Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow

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

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

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

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

Ep. 291: June WealthTech News

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

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

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

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

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

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

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

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

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

Ep. 281: March WealthTech News

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

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

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

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

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

Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud

Ep. 274: January News Roundup

Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT

Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist

Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace

Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth

Ep. 269: December WealthTech News

Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak

Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group

Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify

Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy

Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration

Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth

Ep. 262: October WealthTech News

Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon

Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map

Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech

Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity

Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors

Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t

Ep. 255: September WealthTech News

Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton

Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine

Ep. 252: August WealthTech News

Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios

Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink

Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig

Ep. 248: July WealthTech News

Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt

Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown

Ep. 245: June WealthTech News

Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic

Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi

Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto

Ep. 241: May Wealthtech News

Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners

Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360

Ep. 238: Breakaway Blueprint with Morningstar Office

Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions

Ep. 236: April WealthTech News

Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials

Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire

Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman

Ep. 232: March WealthTech News

Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans

Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial

Ep. 229: The Breakaway Blueprint, with Advyzon

Ep. 228: February WealthTech News

Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts

Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX

Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac

Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls

Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN

Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex

Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond

Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing

Ep. 219: The WealthTech Today Podcast Best of 2023

Ep. 218: January News Roundup

Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT

Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline

Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA

Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP

Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine

Ep. 212: Navigating Private Markets with Marcus New, InvestX

Ep. 211: November WealthTech News

Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth

Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors

Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP

Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder

Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth

Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf

Ep. 204: October WealthTech News

Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig

Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra

Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla

Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin

Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce

Ep. 198: August WealthTech News

Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory

Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor

Ep. 195: July WealthTech News

Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor

Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth

Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx

Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management

Ep. 190: June WealthTech News

Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth

Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM

Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing

Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle

Ep 184: May WealthTech News

Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild

Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther

Ep. 181: March WealthTech News

Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason

Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower

Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo

Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt

Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft

Ep. 175: February Wealthtech News

Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds

Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar

Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2

Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1

Ep 170: December WealthTech News

Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map

Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf

Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit

Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken

Ep. 165: November News Roundup

Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial

Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech

Ep. 161: Never Assume You Know the Market with Ryan George, Docupace

Ep. 160: September WealthTech News Roundup

Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq

Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial

Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial

Ep. 156: August WealthTech News

Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts

Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar

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

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

Ep. 151: July WealthTech News

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

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

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

Ep. 147: June News Roundup

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

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

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

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

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

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

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

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

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

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

Ep. 136: April WealthTech News Roundup

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

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

Ep. 133: March WealthTech News Roundup

Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development

Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva

Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark

Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak

Ep. 128: February WealthTech News

Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones

Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet

Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest

Ep. 124: January WealthTech News Roundup

Ep. 123: Best of WealthTech Today 2021 Roundup

Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace

Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton

Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS

Ep. 119: December WealthTech News Roundup

Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish

Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys

Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx

Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne

Ep. 114: October WealthTech News Roundup

Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network

Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement

Ep. 111: September Wealthtech News Roundup

Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar

Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG

Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre

Ep. 107: August News Roundup

Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante

Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data

Ep. 104: July Wealthtech News Roundup

Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing

Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets

Ep. 101: June WealthTech News Roundup

Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein

Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace

Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro

Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup

Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan

Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology

Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

#ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar

#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna

#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal

#ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison

#ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati

#ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi

#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt

#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter

#ItzOnWealthTech Ep. 43: Female Leaders in Technology

#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference

#ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience

#ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference

#ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt

#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo

#ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan

#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson

#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center

#ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast

#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs