Podcast Episodes

Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences

The post Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences appeared first on and was …

1 year, 6 months ago

Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion

The post Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion appeared first on and was written b…

1 year, 6 months ago

Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick

The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.

In t…

1 year, 6 months ago

Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud

The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and wa…

1 year, 6 months ago

Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud

The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and wa…

1 year, 6 months ago

Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick

The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.

In t…

1 year, 6 months ago

Ep. 274: January News Roundup

The post Ep. 274: January News Roundup appeared first on and was written by Elana Iskowitz.

Come on in. Sit back and relax. You’re listening to epis…

1 year, 6 months ago

Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT

The post Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT appeared first on and was written by Craig Iskowi…

1 year, 7 months ago

Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist

The post Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist appeared first on and was …

1 year, 7 months ago

Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace

The post Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace appeared first on and was writ…

1 year, 7 months ago