WealthTech Today
A podcast by Craig Iskowitz
292 Episoade
-
Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds
Publicat: 27.01.2023 -
Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar
Publicat: 12.01.2023 -
Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2
Publicat: 05.01.2023 -
Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1
Publicat: 30.12.2022 -
Ep 170: December WealthTech News
Publicat: 26.12.2022 -
Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map
Publicat: 08.12.2022 -
Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
Publicat: 01.12.2022 -
Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit
Publicat: 18.11.2022 -
Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken
Publicat: 11.11.2022 -
Ep. 165: November News Roundup
Publicat: 05.11.2022 -
Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial
Publicat: 31.10.2022 -
Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech
Publicat: 14.10.2022 -
Ep. 161: Never Assume You Know the Market with Ryan George, Docupace
Publicat: 07.10.2022 -
Ep. 160: September WealthTech News Roundup
Publicat: 30.09.2022 -
Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
Publicat: 22.09.2022 -
Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial
Publicat: 16.09.2022 -
Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial
Publicat: 08.09.2022 -
Ep. 156: August WealthTech News
Publicat: 31.08.2022 -
Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts
Publicat: 30.08.2022 -
Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar
Publicat: 11.08.2022
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.