292 Episoade

  1. Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds

    Publicat: 27.01.2023
  2. Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar

    Publicat: 12.01.2023
  3. Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2

    Publicat: 05.01.2023
  4. Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1

    Publicat: 30.12.2022
  5. Ep 170: December WealthTech News

    Publicat: 26.12.2022
  6. Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map

    Publicat: 08.12.2022
  7. Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf

    Publicat: 01.12.2022
  8. Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit

    Publicat: 18.11.2022
  9. Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken

    Publicat: 11.11.2022
  10. Ep. 165: November News Roundup

    Publicat: 05.11.2022
  11. Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial

    Publicat: 31.10.2022
  12. Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech

    Publicat: 14.10.2022
  13. Ep. 161: Never Assume You Know the Market with Ryan George, Docupace

    Publicat: 07.10.2022
  14. Ep. 160: September WealthTech News Roundup

    Publicat: 30.09.2022
  15. Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq

    Publicat: 22.09.2022
  16. Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial

    Publicat: 16.09.2022
  17. Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial

    Publicat: 08.09.2022
  18. Ep. 156: August WealthTech News

    Publicat: 31.08.2022
  19. Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts

    Publicat: 30.08.2022
  20. Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar

    Publicat: 11.08.2022

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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.

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