WealthTech Today
A podcast by Craig Iskowitz
292 Episoade
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Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials
Publicat: 11.04.2024 -
Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire
Publicat: 04.04.2024 -
Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman
Publicat: 28.03.2024 -
Ep. 232: March WealthTech News
Publicat: 21.03.2024 -
Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
Publicat: 14.03.2024 -
Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial
Publicat: 07.03.2024 -
Ep. 229: The Breakaway Blueprint, with Advyzon
Publicat: 05.03.2024 -
Ep. 228: February WealthTech News
Publicat: 29.02.2024 -
Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts
Publicat: 27.02.2024 -
Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX
Publicat: 20.02.2024 -
Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac
Publicat: 15.02.2024 -
Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls
Publicat: 08.02.2024 -
Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN
Publicat: 01.02.2024 -
Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex
Publicat: 25.01.2024 -
Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond
Publicat: 23.01.2024 -
Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing
Publicat: 16.01.2024 -
Ep. 219: The WealthTech Today Podcast Best of 2023
Publicat: 11.01.2024 -
Ep. 218: January News Roundup
Publicat: 09.01.2024 -
Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT
Publicat: 04.01.2024 -
Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline
Publicat: 28.12.2023
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.
