ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

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 12 de 15

Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein 27/05/2021

Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace 20/05/2021

Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro 14/05/2021

Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup 03/05/2021

Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan 27/04/2021

Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology 15/04/2021

Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild 09/04/2021

Ep. 93: Putting the Puzzle Pieces Together – April News Roundup 01/04/2021

Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack 25/03/2021

#ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist 18/03/2021

#ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin 11/03/2021

#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup 04/03/2021

#ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de 26/02/2021

#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners 18/02/2021

#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick 11/02/2021

#ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze 05/02/2021

#ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva 28/01/2021

#ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou 25/01/2021

#ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? 18/01/2021

#ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 04/01/2021

« Primera ‹ Anterior 1 ... 10 11 12 13 14 15 Siguiente › Última »