WealthTech Today
A podcast by Craig Iskowitz
292 Episoade
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Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network
Publicat: 30.09.2021 -
Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement
Publicat: 23.09.2021 -
Ep. 111: September Wealthtech News Roundup
Publicat: 14.09.2021 -
Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar
Publicat: 04.09.2021 -
Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG
Publicat: 27.08.2021 -
Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre
Publicat: 19.08.2021 -
Ep. 107: August News Roundup
Publicat: 11.08.2021 -
Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante
Publicat: 29.07.2021 -
Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data
Publicat: 22.07.2021 -
Ep. 104: July Wealthtech News Roundup
Publicat: 15.07.2021 -
Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing
Publicat: 30.06.2021 -
Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets
Publicat: 17.06.2021 -
Ep. 101: June WealthTech News Roundup
Publicat: 08.06.2021 -
Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein
Publicat: 27.05.2021 -
Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace
Publicat: 20.05.2021 -
Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro
Publicat: 14.05.2021 -
Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup
Publicat: 03.05.2021 -
Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan
Publicat: 27.04.2021 -
Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology
Publicat: 15.04.2021 -
Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild
Publicat: 09.04.2021
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
