#WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera

This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later went on to serve as CTO of Cetera Financial Group.  Leda now runs her a consulting firm called Strategic Technology Consulting as well as her own executive coaching business, and […]

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 […]

#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs

[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it's too late. I think Schwab recognized that they weren't able to […]

advisor group

Advisor Group's eQuipt is a Quantum Leap in Onboarding Technology

Operations and business management can act like quicksand for independent advisors, who need to spend more time managing day-to-day operations than their branch network counterparts. This is according to Cerulli who also reported that while advisors overall spent 21% of their time on administrative tasks such as account opening, independent advisors spent 49% more time […]