Wealth Management Today

Wealth Management Today


Latest Episodes

#ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone
August 15, 2019

“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 to be banking, and it’s going to be wealth management. They have to be coordinated together,

#ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence
August 02, 2019

“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 deal with the prospect of failing and having to wear egg on your face for five minutes,

#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
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.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand,

#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep
July 11, 2019

“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 digitally.” — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility fo...

#ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market
July 01, 2019

“Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, E*Trade Advisor Services James Capps joined E*TRADE Advisor Services (formerly Trust Company of America) in November 2014 and serves as VP of Tech...

#ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins
June 20, 2019

“I am a true believer that using technology and using it well is going to help you grow your business, it’s going to help you create scale and efficiency, and it’s going to help you deepen your relationships.

#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade
June 17, 2019

“The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja,

#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR
June 06, 2019

“I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage a...

#ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt
May 30, 2019

“Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map,

#ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech
May 23, 2019

“The regulators aren’t asking that you have the best performance or be the smartest firm in the world, they’re asking you to self-actualize and be the best you can be from a compliance standpoint.” — Jeff Cowley, Chief Technology Officer,