WealthTech Today
A podcast by Craig Iskowitz
292 Episoade
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Ep. 195: July WealthTech News
Publicat: 28.07.2023 -
Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor
Publicat: 27.07.2023 -
Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth
Publicat: 14.07.2023 -
Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx
Publicat: 06.07.2023 -
Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management
Publicat: 03.07.2023 -
Ep. 190: June WealthTech News
Publicat: 26.06.2023 -
Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth
Publicat: 15.06.2023 -
Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM
Publicat: 11.06.2023 -
Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing
Publicat: 05.06.2023 -
Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle
Publicat: 19.05.2023 -
Ep 184: May WealthTech News
Publicat: 15.05.2023 -
Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild
Publicat: 25.04.2023 -
Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther
Publicat: 07.04.2023 -
Ep. 181: March WealthTech News
Publicat: 24.03.2023 -
Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason
Publicat: 16.03.2023 -
Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower
Publicat: 09.03.2023 -
Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo
Publicat: 23.02.2023 -
Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt
Publicat: 17.02.2023 -
Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft
Publicat: 10.02.2023 -
Ep. 175: February Wealthtech News
Publicat: 06.02.2023
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.
