#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna

"Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way." — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […]

#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal

"After just an hour, two thirds of our short-term memory is gone, it's amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you're going to see better results." "The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […]

#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 […]

#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, […]

#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 […]

#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter

"If you're focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless of what social media platform you're on. It's always valuable to pay attention to people." — Jay Palter, Chief Engagement Officer of Jay Palter Social Advisory Ten years ago, Jay […]

#ItzOnWealthTech Ep. 43: Female Leaders in Technology

"Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who's going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position." — Christina Townsend, Head of Platform Strategy for Advisor Solutions, BNY Mellon […]