#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn't Do Everything Themselves with Jim Palumbo

"We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don't choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still […]

#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center

"The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the industry learning about because the tech was so bad. But now that the tech is getting so good, the hard part is putting it all […]

11 Most Excellent WMToday Blog Posts from 2019

Well, the extended family has finally headed home and you're debating whether to take down the holiday decorations or wait until the neighbors start complaining. It must be the end of another year! It also ¬†means it's time for our annual top 10 list of the most popular Wealth Management Today blog posts. As a […]

advisor technology

#ItzOnWealthTech Ep 31: Surely You Can't Call It FinTech, It's AdvisorTech! With Michael Kitces

"There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians' commission system for the benefit of their clients because that's how you look good as a fee-only advisor." — Michael Kitces, Publisher, Nerd's Eye View Michael Kitces began his career […]

#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data

"No one buys insurance because it's on sale; you buy insurance because you bought something, you broke something, or you created something." — Robert Kirk, InterGen Data, Inc. Robert Kirk is a financial services industry executive with over 28 years of experience in wealth management, clearance and settlement, and brokerage. Throughout his career, he has […]

digital marketing

#ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group

"Today's messaging is more about strengthening relationships between advisors and their clients and less about financial expertise or market returns that were value props in the past." — April Rudin, The Rudin Group Founder and President of The Rudin Group, April Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management […]