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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 11 de 15

Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS 13/12/2021

Ep. 119: December WealthTech News Roundup 07/12/2021

Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish 18/11/2021

Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys 12/11/2021

Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx 28/10/2021

Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne 21/10/2021

Ep. 114: October WealthTech News Roundup 12/10/2021

Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network 30/09/2021

Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement 23/09/2021

Ep. 111: September Wealthtech News Roundup 14/09/2021

Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar 04/09/2021

Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG 27/08/2021

Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre 19/08/2021

Ep. 107: August News Roundup 11/08/2021

Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante 29/07/2021

Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data 22/07/2021

Ep. 104: July Wealthtech News Roundup 15/07/2021

Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing 30/06/2021

Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets 17/06/2021

Ep. 101: June WealthTech News Roundup 08/06/2021

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