WealthTech Today

293 Epizód

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

   Közzétéve: 2025. 07. 18.
2. Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Közzétéve: 2025. 02. 20.