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
Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of
“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate
“My point of view is that technology is the business. Technology is the front door for advisors to work with the custodian. In Schwab’s case
“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
“What we’re trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization
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.
“Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, E*Trade Advisor Services James Capps joined E*TRADE
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