WealthTech Today

Recent Episodes

#ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0?

Posted August 13, 2020 • 00:37:21

“I was always challenged to grow an analytics business that was confronted with the demise of active managers as their customer base. So in casting...

#ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson

Posted July 30, 2020 •

"My point of view is that technology is the business. Technology is the front door for advisors to work with the custodian. In Schwab's case Schwab...

#ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar

Posted July 24, 2020 •

"I feel like I've been ahead of the curve my entire career. And I don't necessarily mean that in a positive way, because we were out there selling web-based...

#ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu

Posted July 16, 2020 • 00:40:43

“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s...

#WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera

Posted July 10, 2020 • 00:45:34

This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational...