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WealthTech Today

En podcast av: Craig Iskowitz

Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.

Our American listeners can also listen to WealthTech Today at our American site

293 Avsnitt

Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow
Publicerades 2025-07-18

Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood
Publicerades 2025-07-03
Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera
Publicerades 2025-06-30
Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris
Publicerades 2025-06-23
Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day
Publicerades 2025-06-13
Ep. 291: June WealthTech News
Publicerades 2025-06-05
Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz
Publicerades 2025-05-16
Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth
Publicerades 2025-05-08
Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic
Publicerades 2025-05-02
Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders
Publicerades 2025-04-17
Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com
Publicerades 2025-04-10
Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel
Publicerades 2025-04-07
Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital
Publicerades 2025-04-03
Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs
Publicerades 2025-03-28
Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin
Publicerades 2025-03-21
Ep. 281: March WealthTech News
Publicerades 2025-03-14
Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech
Publicerades 2025-03-13
Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken
Publicerades 2025-03-06
Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences
Publicerades 2025-02-24
Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion
Publicerades 2025-02-20

Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.

293 Avsnitt

Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow

Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood

Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera

Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day

Ep. 291: June WealthTech News

Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz

Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth

Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic

Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders

Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com

Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel

Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital

Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs

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

Ep. 281: March WealthTech News

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

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

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

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