WealthTech Today

292 Epizód

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

   Közzétéve: 2021. 04. 01.
2. Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack

   Közzétéve: 2021. 03. 25.
3. #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist

   Közzétéve: 2021. 03. 18.
4. #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin

   Közzétéve: 2021. 03. 11.
5. #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup

   Közzétéve: 2021. 03. 04.
6. #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de

   Közzétéve: 2021. 02. 26.
7. #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners

   Közzétéve: 2021. 02. 18.
8. #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick

   Közzétéve: 2021. 02. 11.
9. #ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze

   Közzétéve: 2021. 02. 05.
10. #ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva

    Közzétéve: 2021. 01. 28.
11. #ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou

    Közzétéve: 2021. 01. 25.
12. #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?

    Közzétéve: 2021. 01. 18.
13. #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2

    Közzétéve: 2021. 01. 04.
14. #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell

    Közzétéve: 2020. 12. 24.
15. #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift

    Közzétéve: 2020. 12. 17.
16. #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur

    Közzétéve: 2020. 12. 10.
17. #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare

    Közzétéve: 2020. 12. 03.
18. #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road

    Közzétéve: 2020. 11. 30.
19. #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts

    Közzétéve: 2020. 11. 20.
20. #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin

    Közzétéve: 2020. 11. 12.