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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 8 de 15

Ep. 181: March WealthTech News 24/03/2023

Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason 16/03/2023

Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower 09/03/2023

Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo 23/02/2023

Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt 17/02/2023

Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft 10/02/2023

Ep. 175: February Wealthtech News 06/02/2023

Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds 27/01/2023

Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar 12/01/2023

Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2 05/01/2023

Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1 30/12/2022

Ep 170: December WealthTech News 26/12/2022

Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map 08/12/2022

Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf 01/12/2022

Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit 18/11/2022

Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken 11/11/2022

Ep. 165: November News Roundup 05/11/2022

Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial 31/10/2022

Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech 14/10/2022

Ep. 161: Never Assume You Know the Market with Ryan George, Docupace 07/10/2022

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