WealthTech Today

292 Epizód

1. Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials

   Közzétéve: 2024. 04. 11.
2. Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire

   Közzétéve: 2024. 04. 04.
3. Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman

   Közzétéve: 2024. 03. 28.
4. Ep. 232: March WealthTech News

   Közzétéve: 2024. 03. 21.
5. Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans

   Közzétéve: 2024. 03. 14.
6. Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial

   Közzétéve: 2024. 03. 07.
7. Ep. 229: The Breakaway Blueprint, with Advyzon

   Közzétéve: 2024. 03. 05.
8. Ep. 228: February WealthTech News

   Közzétéve: 2024. 02. 29.
9. Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts

   Közzétéve: 2024. 02. 27.
10. Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX

    Közzétéve: 2024. 02. 20.
11. Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac

    Közzétéve: 2024. 02. 15.
12. Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls

    Közzétéve: 2024. 02. 08.
13. Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN

    Közzétéve: 2024. 02. 01.
14. Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex

    Közzétéve: 2024. 01. 25.
15. Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond

    Közzétéve: 2024. 01. 23.
16. Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing

    Közzétéve: 2024. 01. 16.
17. Ep. 219: The WealthTech Today Podcast Best of 2023

    Közzétéve: 2024. 01. 11.
18. Ep. 218: January News Roundup

    Közzétéve: 2024. 01. 09.
19. Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT

    Közzétéve: 2024. 01. 04.
20. Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline

    Közzétéve: 2023. 12. 28.