WealthTech Today

292 Epizód

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

   Közzétéve: 2020. 11. 06.
2. #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai

   Közzétéve: 2020. 10. 29.
3. #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1

   Közzétéve: 2020. 10. 22.
4. #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management

   Közzétéve: 2020. 10. 08.
5. #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood

   Közzétéve: 2020. 10. 03.
6. #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout

   Közzétéve: 2020. 09. 25.
7. #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant

   Közzétéve: 2020. 09. 17.
8. #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon

   Közzétéve: 2020. 09. 10.
9. #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg

   Közzétéve: 2020. 08. 27.
10. #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE

    Közzétéve: 2020. 08. 20.
11. #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0?

    Közzétéve: 2020. 08. 13.
12. #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson

    Közzétéve: 2020. 07. 30.
13. #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar

    Közzétéve: 2020. 07. 24.
14. #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu

    Közzétéve: 2020. 07. 16.
15. #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera

    Közzétéve: 2020. 07. 10.
16. #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

    Közzétéve: 2020. 07. 03.
17. #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones

    Közzétéve: 2020. 06. 25.
18. #ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross

    Közzétéve: 2020. 06. 19.
19. #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?

    Közzétéve: 2020. 06. 15.
20. #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja

    Közzétéve: 2020. 06. 04.