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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 13 de 15

#ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell 24/12/2020

#ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift 17/12/2020

#ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur 10/12/2020

#ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare 03/12/2020

#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road 30/11/2020

#ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts 20/11/2020

#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin 12/11/2020

#ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial 06/11/2020

#ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai 29/10/2020

#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 22/10/2020

#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management 08/10/2020

#ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood 03/10/2020

#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout 25/09/2020

#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant 17/09/2020

#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon 10/09/2020

#ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg 27/08/2020

#ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE 20/08/2020

#ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? 13/08/2020

#ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson 30/07/2020

#ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar 24/07/2020

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