WealthTech Today

Recent Episodes

#ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group

Posted September 29, 2019 •

“Today’s messaging is more about strengthening relationships between advisors and their clients and less about financial expertise or market returns...

#ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys

Posted September 19, 2019 • 00:50:06

“Banking, as it is today, is moving sideways from manufacturing to being just a feature.” — Lex Sokolin, ConsenSys Lex Sokolin is a futurist and...

#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine

Posted September 2, 2019 • 01:16:09

“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s...

#ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial

Posted August 27, 2019 • 00:34:24

“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something...

#ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend

Posted August 23, 2019 • 00:53:12

“The days of reading a user manual are gone. There isn’t even time to watch a YouTube video. You have to find alternative ways to get people to...