MENGENAI EPISOD INI
The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on and was written by Elana Iskowitz.
Meet Our Guest This episode features David Benskin, founder and CEO of Wealth Access. David spent a decade at Merrill Lynch before launching Wealth Access in 2011 to solve a problem he saw firsthand as an advisor: neither advisors nor their clients had a clear picture of what clients actually owned. In this conversation, David […]
The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on and was written by Elana Iskowitz.
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EPISOD LAIN DALAM PODCAST INI
The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz.
Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: Vanguard is acquiring Altruist for $4 billion. ...
The post Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla appeared first on and was written by Elana Iskowitz.
Meet Our Guests This episode kicks off Ezra Group’s M&A series with Amy DeTolla, Founder of Aureus Advantage ...
The post Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly appeared first on and was written by Elana Iskowitz.
Meet Our Guests This episode features Laurel Taylor, founder and CEO of Candidly, and Ben Levine, Chief P ...
The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on and was written by Elana Iskowitz.
Meet Our Guest This episode features Daniel Eyre, CRO of DeepVest, an agentic AI platform for wealth management built for advisor and portfo ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Craig Iskowitz, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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