WealthTech Today

292 Epizód

1. Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA

   Közzétéve: 2023. 12. 21.
2. Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP

   Közzétéve: 2023. 12. 15.
3. Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine

   Közzétéve: 2023. 12. 14.
4. Ep. 212: Navigating Private Markets with Marcus New, InvestX

   Közzétéve: 2023. 12. 07.
5. Ep. 211: November WealthTech News

   Közzétéve: 2023. 12. 01.
6. Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth

   Közzétéve: 2023. 11. 16.
7. Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors

   Közzétéve: 2023. 11. 10.
8. Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP

   Közzétéve: 2023. 11. 02.
9. Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder

   Közzétéve: 2023. 10. 27.
10. Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth

    Közzétéve: 2023. 10. 19.
11. Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf

    Közzétéve: 2023. 10. 12.
12. Ep. 204: October WealthTech News

    Közzétéve: 2023. 10. 03.
13. Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig

    Közzétéve: 2023. 09. 22.
14. Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra

    Közzétéve: 2023. 09. 14.
15. Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla

    Közzétéve: 2023. 09. 07.
16. Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin

    Közzétéve: 2023. 09. 01.
17. Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce

    Közzétéve: 2023. 08. 25.
18. Ep. 198: August WealthTech News

    Közzétéve: 2023. 08. 21.
19. Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory

    Közzétéve: 2023. 08. 10.
20. Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor

    Közzétéve: 2023. 08. 07.