#ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast
I can’t believe it’s been a year since I launched this podcast, but in the spirit and tradition of annual best-of’s, we’ve made a best-of the podcast from 2019. My staff and I poured over the audio and pulled some of the best clips from the year and compiled them here for your listening pleasure. […]
Everything You Missed from the InvestWest Conference 2019
There’s something to be said for holding a conference in the Bay Area. It’s much easier for the best and brightest of Silicon Valley to stop by and share a few words of wisdom. This was the second year of the Invest West Conference and it didn’t disappoint with wealth management industry stars such as Wealthfront’s CEO […]
#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs
[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it’s too late. I think Schwab recognized that they weren’t able to […]
