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#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

Posted by on Mar 12, 2019 in Interviews, Technology

“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]

#ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman

#ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman

Posted by on Mar 4, 2019 in Cybersecurity, Interviews

Subscribe: Android | RSS “Once you’re required by the courts to do anything, your ability to negotiate price is now gone.” –- Brian Edelman Brian Edelman is a nationally recognized cybersecurity expert specializing in the financial services industry.  He is the CEO of FCI, a Managed Security Service Provider (MSSP), which he founded in 1995.  FCI offers a comprehensive […]

#ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

#ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

Posted by on Feb 24, 2019 in Asset Management, Interviews

Podcast: Subscribe: Android | RSS “Our industry is still evolving.  The entrepreneurs and innovators can’t just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for […]

Winners of WealthTech: Lori Hardwick

Winners of WealthTech: Lori Hardwick

Posted by on Jan 13, 2018 in Interviews

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 in wealth management technology and have a track record of innovation and success. My previous four interviews were wildly successful in terms of views and traffic, so there will be […]

Winners of WealthTech: Cheryl Nash

Winners of WealthTech: Cheryl Nash

Posted by on Dec 2, 2017 in Interviews

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 in wealth management technology and have a track record of innovation and success. My first interview was with Aaron Klein, CEO of Riskalyze. The second was with Bill Crager, President of Envestnet, […]

Winners of WealthTech: Stuart DePina

Winners of WealthTech: Stuart DePina

Posted by on Oct 2, 2017 in Interviews

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 in wealth management technology and have a track record of innovation and success. My first interview was with Aaron Klein, CEO of Riskalyze and the second was with Bill Crager, President of […]

Winners of WealthTech: Bill Crager

Winners of WealthTech: Bill Crager

Posted by on Jun 6, 2017 in Interviews

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 straight interview format with influential leaders in wealth management technology. I was inspired to start this by one of my mentors, Tim Ferriss, successful investor, entrepreneur, author and podcaster.  Actually, he doesn’t […]