ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

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 6 de 15

Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex 25/01/2024

Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond 23/01/2024

Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing 16/01/2024

Ep. 219: The WealthTech Today Podcast Best of 2023 11/01/2024

Ep. 218: January News Roundup 09/01/2024

Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT 04/01/2024

Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline 28/12/2023

Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA 21/12/2023

Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP 15/12/2023

Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine 14/12/2023

Ep. 212: Navigating Private Markets with Marcus New, InvestX 07/12/2023

Ep. 211: November WealthTech News 01/12/2023

Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth 16/11/2023

Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors 10/11/2023

Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP 02/11/2023

Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder 27/10/2023

Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth 19/10/2023

Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf 12/10/2023

Ep. 204: October WealthTech News 03/10/2023

Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig 22/09/2023

« Primera ‹ Anterior 1 ... 4 5 6 7 8 ... 15 Siguiente › Última »