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WealthTech Today

Por: Craig Iskowitz

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

300 episodios disponibles

Latest episodes of the podcast WealthTech Today

Mostrando página 10 de 15

Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360 29/04/2022

Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin 21/04/2022

Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt 20/04/2022

Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan 14/04/2022

Ep. 136: April WealthTech News Roundup 08/04/2022

Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions 01/04/2022

Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts 17/03/2022

Ep. 133: March WealthTech News Roundup 11/03/2022

Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development 03/03/2022

Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva 24/02/2022

Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark 17/02/2022

Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak 15/02/2022

Ep. 128: February WealthTech News 15/02/2022

Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones 27/01/2022

Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet 20/01/2022

Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest 13/01/2022

Ep. 124: January WealthTech News Roundup 06/01/2022

Ep. 123: Best of WealthTech Today 2021 Roundup 30/12/2021

Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace 23/12/2021

Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton 19/12/2021

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