WealthTech Today
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
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Recent Episodes
Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro
“There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead...
Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup
Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous...
Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan
“How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory]...
Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology
“If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic,...
Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild
“We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure...
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