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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 5 de 15

Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto 06/06/2024

Ep. 241: May Wealthtech News 30/05/2024

Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners 23/05/2024

Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360 09/05/2024

Ep. 238: Breakaway Blueprint with Morningstar Office 02/05/2024

Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions 25/04/2024

Ep. 236: April WealthTech News 18/04/2024

Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials 11/04/2024

Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire 04/04/2024

Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman 28/03/2024

Ep. 232: March WealthTech News 21/03/2024

Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans 14/03/2024

Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial 07/03/2024

Ep. 229: The Breakaway Blueprint, with Advyzon 05/03/2024

Ep. 228: February WealthTech News 29/02/2024

Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts 27/02/2024

Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX 20/02/2024

Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac 15/02/2024

Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls 08/02/2024

Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN 01/02/2024

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