Ep. 262: October WealthTech News

WealthTech Today
24/10/2024

Listen "Ep. 262: October WealthTech News"

Descargar episodio Ver en sitio original

Episode Synopsis

The post Ep. 262: October WealthTech News appeared first on and was written by Elana Iskowitz.
Welcome to Episode 262 of the WealthTech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news, and analysis on the trends and best practices around Wealth Management Technology. Today’s episode is our October news roundup, and we’re simply overflowing with WealthTech stories, so let’s jump right in. […]
The post Ep. 262: October WealthTech News appeared first on and was written by Elana Iskowitz.

More episodes of the podcast WealthTech Today

Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies 15/01/2026
Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily 08/01/2026
Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology 30/12/2025
Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners 23/12/2025
Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset 18/12/2025
Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group 11/12/2025
Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera 05/12/2025
Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial 25/11/2025
Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors 20/11/2025
Ep. 315: November Wealthtech News 18/11/2025
© 2003-2026 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA