WealthTech Today
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
Follow Our Podcast
Recent Episodes
#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout
“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if...
#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant
“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate...
#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon
“We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it...
#ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg
“The technology trend that we’re seeing is clients want fewer systems and fewer vendors. What we saw in the ’90s and the early 2000s was a shift...
#ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE
“As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to average.”...
POWERED BY BLUBRRY
