WealthTech Today

Recent Episodes

#ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone

Posted August 15, 2019 • 00:47:16

“Digital wealth has to be one leg of the digital strategy a bank might have. So it’s going to be payments, it’s going to be mobiles, it’s going...

#ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence

Posted August 1, 2019 • 01:02:50

“It has nothing to do with how smart you are, what school you went to, or how many PhDs you have in your innovation lab. If your team can’t emotionally...

#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software

Posted July 26, 2019 •

“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very nervous.” —...

#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep

Posted July 11, 2019 • 00:43:46

“It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services...

#ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market

Posted July 1, 2019 • 00:48:08

“Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, E*Trade Advisor Services James Capps...