WealthTech Today

Recent Episodes

#ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces

Posted November 11, 2019 • 00:57:09

“There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians’...

#ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights

Posted November 4, 2019 • 00:47:36

“In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth...

#ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems

Posted October 24, 2019 • 00:31:23

“We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition...

#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell

Posted October 11, 2019 •

“One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s...

#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data

Posted October 7, 2019 •

“No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” —...