The WealthTech Insider Por: Finura Group Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world. 56 episodios disponibles Latest episodes of the podcast The WealthTech Insider Mostrando página 3 de 3 Navigating AI: Opportunities and Precautions for Financial Advice Businesses 20/11/2023 In the News: Unpacking the Latest Mergers & Acquisitions in Financial Services 16/11/2023 The AI Hype Cycle Extends to WealthTech 12/10/2023 Unpacking Adviser and Advice Technology Insights with Investment Trends 10/10/2023 Quick Take: Platform Marketshare - haves & have nots? 04/10/2023 Tech Q&A with Praemium: Why Microsoft Co-Pilot will be biggest change to financial advice firms since cloud computing, and much more! 25/09/2023 Wealth Tech Wrecks and the Platform Technology Arms Race 13/09/2023 Quick Tips: Navigating Integrations in Advice Tech 22/08/2023 Q1 Wealth Tech Wrap Up, Predictions, Start Ups, Digital Advice, QAR Noise and more.. 05/04/2023 Investment Trends - Unpacking the state of play for Advice Tech & Platforms. 24/03/2023 QAR - Everything you need to know in 30 minutes 10/03/2023 Finura Group - 2023 Wealth Technology Predictions Show 14/02/2023 Rebecca Engel, Microsoft - How a female leader in Financial Services transitioned to Tech. 08/06/2022 Selin Ertac & Conrad Travers, Tangelo - The Quality of Advice Review and role of Technology. 11/04/2022 Mel Drago - Founder of Paraplanning Marketplace, Tanngo 02/03/2022 2022 Advice Tech Predictions 17/02/2022 « Primera ‹ Anterior 1 2 3 Share Facebook Twitter LinkedIn