WealthTech Today

WealthTech Today


#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management

October 08, 2020

It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […]