#ItzOnWealthTech Ep. 43: Female Leaders in Technology

“Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who’s going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position.” — Christina Townsend, Head of Platform Strategy for Advisor Solutions, BNY Mellon […]

#ItzOnWealthTech Ep. 41: Highlight Reel #2 from the T3 Advisor Conference

“What we’re trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to be able to create a unicorn experience. Paint the picture, if you […]

11 Most Excellent WMToday Blog Posts from 2019

wealth management technology

Well, the extended family has finally headed home and you’re debating whether to take down the holiday decorations or wait until the neighbors start complaining. It must be the end of another year! It also  means it’s time for our annual top 10 list of the most popular Wealth Management Today blog posts. As a […]

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 […]

16 Knockout Concepts from the InVest Conference 2019

Invest 2019 Conference

“The improvement of understanding is for two ends: first, our own increase of knowledge; secondly, to enable us to deliver that knowledge to others.” — John Locke, English Philosopher (1632 – 1704) I didn’t think it would have been possible to top last year’s In|Vest conference for quality of content as well as depth and breadth […]

#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade

“The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja, Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade, where she has worked since 2014 after spending ten […]