WealthTech Today

Recent Episodes

#ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar

Posted May 31, 2020 •

What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry? You get a webinar that...

#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna

Posted May 23, 2020 • 00:46:25

"Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology....

#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal

Posted May 7, 2020 • 00:37:52

"After just an hour, two thirds of our short-term memory is gone, it's amazing how fast it leaves us. If you have a method to capture the information...

#ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison

Posted April 30, 2020 • 00:39:10

"The fiduciary model is winning and we want to ensure that we're serving advisory firms across that continuum. From our clearing business, we absolutely...

#ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati

Posted April 23, 2020 • 00:34:33

“Advisors are in the business to communicating and helping people grow and retain their assets through whatever lifestyle changes they may have. So...