Unlock Your Access for the Data Webinar: Winning Data Teams: Getting Started and Scaling Your Team aired November 15, 2022

End of Summer Reading List from the Winners Of Wealthtech

“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and left us with only memories of vacations and longer days, I thought this would be an opportune time to share some insights as we all get ready for fall. And […]

Winners of Wealthtech: Anil Arora

This is the ninth article in our Winners of WealthTech series, where I interview people who have made their mark in wealth management technology with a track record of innovation and success. Check out my previous interviews with Angela Pecoraro, CEO of Advicent, Eric Clarke, CEO of Orion Advisor, Bill Capuzzi, CEO of Apex Clearing, Lori Hardwick, President […]

Winners of WealthTech: Drew Sievers

  This month’s Winners of Wealthtech interview is with Drew Sievers, CEO of digital advice technology vendor Trizic. Drew is a serial entrepreneur and investor with a long history of developing innovative fintech solutions. You can read my previous interviews with Catherine Flax, CEO of Pefin, Brian McLaughlin, CEO of Redtail, Anil Arora, CEO of Envestnet | Yodlee, Angela Pecoraro, CEO of […]

Winners of Wealthtech: Angela Pecoraro

  This is the eighth article in our Winners of WealthTech series, where I interview people who have made their mark in wealth management technology with a track record of innovation and success. My previous interviews have been wildly popular, so there will be no stopping this series in 2018! Check out the previous interviews with Eric […]

Winners of Wealthtech: Eric Clarke

  When you’re on a roll, it’s best to try and keep it going and ride the wave. This post marks the seventh installment in our Winners of WealthTech series, where I sit down with industry leaders who have made their mark in wealth management technology with a track record of innovation and success. I […]

Winners of Wealthtech: Bill Capuzzi

This is the sixth article in our Winners of WealthTech series, where I interview people who have made their mark in wealth management technology with a track record of innovation and success. My previous interviews have been wildly successful in terms of traffic, so there will be no stopping this series in 2018! Check out the […]