WealthTech Today
A podcast by Craig Iskowitz
292 Episoade
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Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud
Publicat: 18.02.2025 -
Ep. 274: January News Roundup
Publicat: 03.02.2025 -
Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT
Publicat: 24.01.2025 -
Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist
Publicat: 16.01.2025 -
Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace
Publicat: 10.01.2025 -
Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth
Publicat: 03.01.2025 -
Ep. 269: December WealthTech News
Publicat: 31.12.2024 -
Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak
Publicat: 17.12.2024 -
Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group
Publicat: 10.12.2024 -
Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify
Publicat: 27.11.2024 -
Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy
Publicat: 19.11.2024 -
Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration
Publicat: 12.11.2024 -
Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth
Publicat: 04.11.2024 -
Ep. 262: October WealthTech News
Publicat: 24.10.2024 -
Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
Publicat: 17.10.2024 -
Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map
Publicat: 10.10.2024 -
Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech
Publicat: 03.10.2024 -
Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity
Publicat: 26.09.2024 -
Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors
Publicat: 19.09.2024 -
Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t
Publicat: 16.09.2024
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.
