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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 3 de 15

Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin 21/03/2025

Ep. 281: March WealthTech News 14/03/2025

Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech 13/03/2025

Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken 06/03/2025

Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences 24/02/2025

Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion 20/02/2025

Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick 18/02/2025

Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud 18/02/2025

Ep. 274: January News Roundup 03/02/2025

Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT 24/01/2025

Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist 16/01/2025

Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace 10/01/2025

Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth 03/01/2025

Ep. 269: December WealthTech News 31/12/2024

Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak 17/12/2024

Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group 10/12/2024

Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify 27/11/2024

Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy 19/11/2024

Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration 12/11/2024

Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth 04/11/2024

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