WealthTech Today

292 Epizód

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

   Közzétéve: 2021. 09. 30.
2. Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement

   Közzétéve: 2021. 09. 23.
3. Ep. 111: September Wealthtech News Roundup

   Közzétéve: 2021. 09. 14.
4. Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar

   Közzétéve: 2021. 09. 04.
5. Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG

   Közzétéve: 2021. 08. 27.
6. Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre

   Közzétéve: 2021. 08. 19.
7. Ep. 107: August News Roundup

   Közzétéve: 2021. 08. 11.
8. Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante

   Közzétéve: 2021. 07. 29.
9. Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data

   Közzétéve: 2021. 07. 22.
10. Ep. 104: July Wealthtech News Roundup

    Közzétéve: 2021. 07. 15.
11. Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing

    Közzétéve: 2021. 06. 30.
12. Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets

    Közzétéve: 2021. 06. 17.
13. Ep. 101: June WealthTech News Roundup

    Közzétéve: 2021. 06. 08.
14. Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein

    Közzétéve: 2021. 05. 27.
15. Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace

    Közzétéve: 2021. 05. 20.
16. Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro

    Közzétéve: 2021. 05. 14.
17. Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup

    Közzétéve: 2021. 05. 03.
18. Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan

    Közzétéve: 2021. 04. 27.
19. Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology 

    Közzétéve: 2021. 04. 15.
20. Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild

    Közzétéve: 2021. 04. 09.