WealthTech Today

Recent Episodes

Ep. 93: Putting the Puzzle Pieces Together – April News Roundup

Posted April 1, 2021 •

“The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This...

Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack

Posted March 25, 2021 • 00:36:50

“The fact that we’re new technology and we have very low tech debt, our tech debt is measured in weeks not months or years, decades, in some cases...

#ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist

Posted March 18, 2021 • 00:48:33

“The most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the combination...

#ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin

Posted March 11, 2021 • 00:36:22

“I think that Merrill embraces that opportunity which has multiple entry points, Merrill Edge, Merrill One. They have something that they announced...

#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup

Posted March 4, 2021 • 00:49:40

“The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the most...