Winners of WealthTech: Catherine Flax

  This month’s Winners of Wealthtech interview is with Catherine Flax, CEO of AI-powered robo-advisor Pefin. Catherine was named the Most Influential Woman in European

Winners of WealthTech: Lori Hardwick

This is the fifth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves

wealth management technology

Winners of WealthTech: Cheryl Nash

This is the fourth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves

Envestnet

Winners of WealthTech: Stuart DePina

This is the third article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves

Winners of WealthTech: Aaron Klein

This is the second post in our series called, “Winners of WealthTech.”  I conduct interviews with influential leaders in the wealth management technology space who

wealthtech

Winners of WealthTech: Bill Crager

This is the first post in a new series I'm launching here on Wealth Management Today called, "Winners of WealthTech."  It is more of a

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