Wealth Management Today

Wealth Management Today


Latest Episodes

#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell
October 11, 2019

“One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell,

#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data
October 07, 2019

“No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” — Robert Kirk, InterGen Data, Inc. Robert Kirk is a financial services industry executive with over 28 years of...

#ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group
September 30, 2019

“Today’s messaging is more about strengthening relationships between advisors and their clients and less about financial expertise or market returns that were value props in the past.” — April Rudin, The Rudin Group Founder and President of The Rudin G...

#ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys
September 19, 2019

“Banking, as it is today, is moving sideways from manufacturing to being just a feature.” — Lex Sokolin, ConsenSys Lex Sokolin is a futurist and entrepreneur working on the next generation of financial services.

#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
September 02, 2019

“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of Adv...

#ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial
August 27, 2019

“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is not convenient, why have it in there?” — Rob Pettman, LPL Financial “If we can get people really happy...

#ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend
August 23, 2019

“The days of reading a user manual are gone. There isn’t even time to watch a YouTube video. You have to find alternative ways to get people to use your technology.” — Christina Townsend, BNY Mellon | Pershing Christina Townsend is Head of Platform Str...

#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,