The WealthTech Podcast
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About
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.DISCLAIMERThe information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of...
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Recent episodes
- The Family Office AI Divide: Clean Data Decides Who Wins | Ethan Bonar, CFO Family
- Left of Boom, Right of Boom: A Family Office Cyber Playbook | Matt LaMura
- From SMAs to AI: 35 Years of WealthTech Evolution | Cheryl Nash, InvestCloud
- Entity Management: The Hidden Third Pillar of Family Office Tech | Charmaine Tang, ORCA
- Private Markets Data: Data-Rich, But Insights-Poor | Alex Goodwin, Bridge
- Family Office Services: Challenges and Best Practices | Christi Van Rite, White River Consultants
- Why Family Offices Are Drowning in Compliance (And How to Fix It) | Frank Tumminello, FileForms
- AI Theater vs. AI Realism: What Advisors Should Know | Adrian Johnstone, Practifi
- Future Proofing The Modern Family Office | Phil Ierardi, TOC-23
- What's Changed in Family Office Tech | Sue McDermott, Addepar