WealthTech Today

Recent Episodes

#ItzOnWealthTech Ep. 41: Highlight Reel #2 from the T3 Advisor Conference

Posted March 3, 2020 • 00:37:22

"What we're trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization...

#ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference

Posted February 27, 2020 • 00:37:35

"There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much sand is in our hourglass, we don't...

#ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt

Posted February 20, 2020 • 00:46:20

"Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier...

#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn't Do Everything Themselves with Jim Palumbo

Posted February 13, 2020 • 00:40:16

"We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority...

#ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan

Posted February 6, 2020 • 00:28:16

"We've developed methodologies that provide our clients with views on industry data that don't currently exist." — Jean Sullivan, Head of Research,...