Ranked #1
#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter
#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter
The post #ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter appeared first on and was written by Cr... Read more
26 Mar 2020
•
31mins
Ranked #2
#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack
#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack
The post #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack appeared first on and was written by Craig Iskowitz... Read more
2 Apr 2019
•
1hr 22mins
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Ranked #3
#ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins
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20 Jun 2019
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47mins
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#ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market
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1 Jul 2019
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48mins
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#ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence
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2 Aug 2019
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1hr 2mins
Ranked #6
#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep
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11 Jul 2019
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43mins
Ranked #7
#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell
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11 Oct 2019
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Ranked #8
#ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems
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24 Oct 2019
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31mins
Ranked #9
#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
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25 Apr 2019
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55mins
Ranked #10
#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses
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16 May 2019
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37mins
Ranked #11
#ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone
#ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone
The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first... Read more
15 Aug 2019
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47mins
Ranked #12
#ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial
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27 Aug 2019
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34mins
Ranked #13
#ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services
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The post #ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services appeared first on and was w... Read more
16 Apr 2019
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1hr 8mins
Ranked #14
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
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2 Sep 2019
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1hr 16mins
Ranked #15
#ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News
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2 May 2019
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53mins
Ranked #16
#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference
#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference
The post #ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference appeared first on and was written by... Read more
12 Mar 2020
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42mins
Ranked #17
#WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj
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The post #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj appeared first on and was written by Craig Iskowitz. “The... Read more
9 May 2019
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1hr 10mins
Ranked #18
#ItzOnWealthTech Ep. 43: Female Leaders in Technology
#ItzOnWealthTech Ep. 43: Female Leaders in Technology
The post #ItzOnWealthTech Ep. 43: Female Leaders in Technology appeared first on and was written by Craig Iskowitz. “Wo... Read more
19 Mar 2020
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31mins
Ranked #19
#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR
#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR
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6 Jun 2019
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47mins
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#ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna
#ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna
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21 Mar 2019
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1hr 17mins
