#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

"The trends that we're seeing right now is that the younger generation wants things to be a lot more personalized. They really don't want to be educated. They don't want to know how a Monte Carlo works and what's a capital market assumption. They just want an answer. Like, do I have enough money? Am […]

#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross

"In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where there's a volatile market, you need to be able to move quickly. So I think advisors need to control the user experience and the client experience much more than […]

13 Reasons Advisors Should Be Emperors of Their Technology Domains

We've seen so many webinars since the pandemic began that "Zoom Fatigue" has become a trending term. But I believe that the majority of us are enjoying the remote discussions and savoring the free time that has been gifted to us from not having to commute to an office or fly across country to attend […]

#ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar

What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry?  You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […]

47 Portfolio Management Systems Can't All Survive

Our danger is not too few, but too many options … to be puzzled by innumerable alternatives. — Sir Richard Livingstone, British Scholar Overchoice or choice overload[1] is a cognitive process in which people have a difficult time making a decision when faced with many options. The term was first introduced by Alvin Tofflerin his […]

remote wealthtech advisors

6 Smart Strategies for Managing Remote Wealthtech Employees

"Too much of a good thing can be wonderful." — Mae West, American Actress When something is working, you want to keep it going.  Especially when it's also sharing great information and having a positive impact on your industry.  Doing it again is a no brainer. This is why Cory Westphal, CEO of fintech firm […]

financial advisor technology

CEO Roundtable: Leading Through Change in The Age of COVID19

"The measure of a country's greatness is its ability to retain compassion in time of crisis." — Thurgood Marshall, US Supreme Court Justice There are many companies trying to help people get through these troubled times.  Corey Westphal, CEO at MobileAssistant, had a terrific idea: gather some of the top fintech CEOs to share some […]

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 […]