#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road

financial advisor technology

It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup of some of the top wealthtech news and we’ve got a terrific mix of stories to keep you on top of the latest industry updates. When is a custodian less […]

Behavioral Alpha: How Advisors Can Lead Clients to Positive Action

behavioral psychology

“It is an acknowledged fact that we perceive errors in the work of others more readily than in our own.” ― Leonardo da Vinci In a year that has seen protests for equality, diversity and inclusion, many financial advisors have become more aware that they need to avoid making assumptions about clients based on factors like […]

#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin

fintech

“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […]

#ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial

“We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being there for advisors and helping them where they are in their practices. And we’re agnostic of platform, affiliation level. We’re really trying to help support advice and be the leader […]