292 Epizód

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

    Közzétéve: 2025. 07. 03.
  2. Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera

    Közzétéve: 2025. 06. 30.
  3. Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

    Közzétéve: 2025. 06. 23.
  4. Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day

    Közzétéve: 2025. 06. 13.
  5. Ep. 291: June WealthTech News

    Közzétéve: 2025. 06. 05.
  6. Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz

    Közzétéve: 2025. 05. 16.
  7. Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth

    Közzétéve: 2025. 05. 08.
  8. Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic

    Közzétéve: 2025. 05. 02.
  9. Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders

    Közzétéve: 2025. 04. 17.
  10. Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com

    Közzétéve: 2025. 04. 10.
  11. Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel

    Közzétéve: 2025. 04. 07.
  12. Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital

    Közzétéve: 2025. 04. 03.
  13. Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs

    Közzétéve: 2025. 03. 28.
  14. Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin

    Közzétéve: 2025. 03. 21.
  15. Ep. 281: March WealthTech News

    Közzétéve: 2025. 03. 14.
  16. Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech

    Közzétéve: 2025. 03. 13.
  17. Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken

    Közzétéve: 2025. 03. 06.
  18. Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences

    Közzétéve: 2025. 02. 24.
  19. Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion

    Közzétéve: 2025. 02. 20.
  20. Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick

    Közzétéve: 2025. 02. 18.

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