#ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison

"The fiduciary model is winning and we want to ensure that we're serving advisory firms across that continuum. From our clearing business, we absolutely have an option for emerging RIAs and emerging advisors in that space." –Ben Harrison, Business Development and Relationship Management at BNY Mellon | Pershing When Ben Harrison started at Pershing Advisor […]

remote wealthtech advisors

CEO Roundtable 2.0: Strategies for Remote Work

"Too much of a good thing can be wonderful." — Mae West, American Actress When something is working, you want to keep it going.  Especially when it's also sharing great information and having a positive impact on your industry.  Doing it again is a no brainer. This is why Cory Westphal, CEO of fintech firm […]

#ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati

“Advisors are in the business to communicating and helping people grow and retain their assets through whatever lifestyle changes they may have. So communicating honestly and authentically is always a key.” –Maree Moscati, CEO, CopyTalk Holder of FINRA Series 24, 7 & 63 licenses, Maree spent 30 years exceeding her goals as a leader in […]

#ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi

"The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years, these firms have been able to digitally connect with their constituents." –Bill Capuzzi, CEO, […]

financial advisor technology

CEO Roundtable: Leading Through Change in The Age of COVID19

"The measure of a country's greatness is its ability to retain compassion in time of crisis." — Thurgood Marshall, US Supreme Court Justice There are many companies trying to help people get through these troubled times.  Corey Westphal, CEO at MobileAssistant, had a terrific idea: gather some of the top fintech CEOs to share some […]

#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt

"I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There's some cost to all of this technology and it's fair to say in this economy, can I skimp on […]