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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 9 de 15

Ep. 160: September WealthTech News Roundup 30/09/2022

Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq 22/09/2022

Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial 16/09/2022

Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial 08/09/2022

Ep. 156: August WealthTech News 31/08/2022

Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts 30/08/2022

Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar 11/08/2022

Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark 04/08/2022

Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX 28/07/2022

Ep. 151: July WealthTech News 25/07/2022

Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv 14/07/2022

Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI 07/07/2022

Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG 24/06/2022

Ep. 147: June News Roundup 21/06/2022

Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors 09/06/2022

Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence 02/06/2022

Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology 26/05/2022

Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference 24/05/2022

Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager 13/05/2022

Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera 05/05/2022

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