WealthTech Today

292 Epizód

1. Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud

   Közzétéve: 2025. 02. 18.
2. Ep. 274: January News Roundup

   Közzétéve: 2025. 02. 03.
3. Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT

   Közzétéve: 2025. 01. 24.
4. Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist

   Közzétéve: 2025. 01. 16.
5. Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace

   Közzétéve: 2025. 01. 10.
6. Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth

   Közzétéve: 2025. 01. 03.
7. Ep. 269: December WealthTech News

   Közzétéve: 2024. 12. 31.
8. Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak

   Közzétéve: 2024. 12. 17.
9. Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group

   Közzétéve: 2024. 12. 10.
10. Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify

    Közzétéve: 2024. 11. 27.
11. Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy

    Közzétéve: 2024. 11. 19.
12. Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration

    Közzétéve: 2024. 11. 12.
13. Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth

    Közzétéve: 2024. 11. 04.
14. Ep. 262: October WealthTech News

    Közzétéve: 2024. 10. 24.
15. Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon

    Közzétéve: 2024. 10. 17.
16. Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map

    Közzétéve: 2024. 10. 10.
17. Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech

    Közzétéve: 2024. 10. 03.
18. Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity

    Közzétéve: 2024. 09. 26.
19. Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors

    Közzétéve: 2024. 09. 19.
20. Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t

    Közzétéve: 2024. 09. 16.