01:10

Maximize Your Portfolio Engagement with Targeted Insights

01:39

Revolutionizing Wealth Management with AI-Driven Insights with Jim Tousignant

29:06

Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios

01:48

Netflix for Your Money? The AI-Powered Future of Personalized Wealth Advice

02:03

End of ‘Spray and Pray’? How AI is Flipping Asset Management on Its Head

02:03

Unlocking the 70% Data Gap: The Hidden Key to Sales Success in Finance

02:57

A Primer for Financial Advisors on Non-Fungible Tokens, with Lex Sokolin

03:06

How Will Money in Motion Work Going Forward? With Lex Sokolin

04:13

What Financial Advisors Need to Know About Digital Wallets, with Lex Sokolin

03:31

Money in Motion Is A Huge Opportunity for Financial Advisors, with Lex Sokolin

07:23

How AI-Based Life Event Prediction Helps Advisors Improve Their Financial Planning, with Robert Kirk

09:35

Finding a $20 Million Premium Gap Using AI-Based Life Event Predictions, with Robert Kirk

06:23

How Insurance Companies Can Leverage AI to Build Empirically Defensible Data Sets, with Robert Kirk

01:18

Understanding the Meaning of Your Data Can Reduce Client Flight Risk

01:26

Prioritizing Client Needs Over Internal Bureaucracy

02:10

How Client Personas Can Deliver Sales Opportunities to Advisors

01:29

Break Data Out of Silos to Improve Client Experience

04:31

Expanding into the RIA Space, with Tricia Rothschild

03:51

Apex Going Public Through a SPAC, with Tricia Rothschild

03:26

Career Before Apex, with Tricia Rothschild

11:05

Altruist's Contrarian Hiring Strategy, with Jason Wenk

02:47

Total Addressable Market, with Jason Wenk

07:02

Major Success with Minimal Marketing, with Jason Wenk

08:44

Innovation and Opportunity Created by the Schwab-TDA Merger

06:08

Why Bundle Great Tech and Custody, with Jason Wenk

03:55

The Right Time for a Broker Dealer to go Public, with Lori Hardwick

02:57

Why Insurance Companies Are Exiting Wealth Management, with Lori Hardwick

04:07

Behind the Scenes of Cetera Financial's Acquisition of Voya, with Lori Hardwick

03:13

Why Regulation Protects Fintech Incumbents, with Aaron Klein

03:52

How the Piggly Wiggly Short Squeeze of 1922 Echos in GameStop Today

04:20

Why GameStop is a Risk 99 Stock, with Aaron Klein

06:08

Crypto is Flipping Retail Investing on its Head, with Efi Pylarinou

03:55

How Bitcoin Hype is Setting the Stage for Widespread Adoption of Digital Assets, with Efi Pylarinou

05:36

Why Cryptocurrencies Are More Like Emerging Market Funds Than Commodities, with Efi Pylarinou

03:26

How Blockchain is Reshaping the Wealth Management Industry, with Efi Pylarinou

05:46

Not All Fintech Funding Checks Are Equal, with Sean Brown

04:35

The FinTech Blueprint & Growth of Technology FinTechs

05:38

Now is the Time for the API Economy, with Brian Ross

04:47

Why Advisors Should Love Regulation with Ian McKenna

04:06

The Democratization of Fractional Shares with Will Trout, Celent

01:56

AI-Powered Custodians as the Ultimate Digital Assistant, with Michelle Feinstein and Raj Madan

03:55

The Empathy Gap in Wealth Management with Rita Cheng

02:18

How to Avoid "The Race to Average" in Advisor Technology

03:35

Have We Reached the Tipping Point for Cyptocurrency? with Sunayna Tuteja

07:08

Are There Too Many Roboadvisors? with Michael Kitces

08:25

UMA Best Practices for Banks - Part 1

07:34

Who Will Become the King of Blockchain? IBM or Microsoft?

14:35

"The Hunger for Advisor Fintech" with Michael Kitces

15:45

5 Reasons Why Banks Should Start Their Own RIA