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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 15 de 15

#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo 13/02/2020

#ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan 06/02/2020

#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson 30/01/2020

#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center 29/01/2020

#ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast 21/12/2019

#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs 12/12/2019

#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference 22/11/2019

#ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces 11/11/2019

#ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights 05/11/2019

#ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems 24/10/2019

#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell 11/10/2019

#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data 07/10/2019

#ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group 30/09/2019

#ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys 19/09/2019

#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine 02/09/2019

#ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial 27/08/2019

#ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend 23/08/2019

#ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone 15/08/2019

#ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence 02/08/2019

#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software 26/07/2019

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