WealthTech Today

Recent Episodes

#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

Posted July 3, 2020 •

"The trends that we're seeing right now is that the younger generation wants things to be a lot more personalized. They really don't want to be educated....

#ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones

Posted June 25, 2020 • 00:35:16

“The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who’ve already...

#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross

Posted June 19, 2020 • 00:38:56

“In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where...

#ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?

Posted June 15, 2020 • 00:39:20

"The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from...

#ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja

Posted June 4, 2020 • 00:37:13

"The next wave of investors into digital assets, whether they're retail clients or the RIAs, also have somewhat of a different mental model. They may...