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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 2 de 15

Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks 21/08/2025

Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai 14/08/2025

Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces 07/08/2025

Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla 01/08/2025

Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr 28/07/2025

Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves 24/07/2025

Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow 18/07/2025

Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood 03/07/2025

Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera 30/06/2025

Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris 23/06/2025

Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day 13/06/2025

Ep. 291: June WealthTech News 05/06/2025

Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz 16/05/2025

Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth 08/05/2025

Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic 02/05/2025

Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders 17/04/2025

Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com 10/04/2025

Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel 07/04/2025

Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital 03/04/2025

Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs 28/03/2025

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