WealthTech Today

Recent Episodes

#ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial

Posted November 6, 2020 • 00:28:17

“We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being there for advisors...

#ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai

Posted October 29, 2020 • 00:28:06

“We are taking on AI-based innovation with a deep sense of social responsibility, but also combining a for-profit and a nonprofit at the same time....

#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1

Posted October 22, 2020 • 00:37:32

Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of 2020 episode a little...

#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management

Posted October 8, 2020 • 00:37:14

It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try...

#ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood

Posted October 3, 2020 •

“What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this data on user profiles...