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By Craig Iskowitz
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Subscribers: 6
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Episodes: 300
Description
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
| Episode | Date |
|---|---|
|
Ep. 368: October 2026 WealthTech News
|
Oct 31, 2026 |
|
Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work
|
Oct 27, 2026 |
|
The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth
|
Oct 14, 2026 |
|
Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning
|
Oct 05, 2026 |
|
When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth
|
Sep 29, 2026 |
|
AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group
|
Sep 17, 2026 |
|
Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig
|
Sep 08, 2026 |
|
Will the Real AI Agents Please Stand Up?
|
Sep 03, 2026 |
|
Ep. 360: August WealthTech News
|
Aug 27, 2026 |
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Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest
|
Aug 25, 2026 |
|
Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla
|
Aug 19, 2026 |
|
Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access
|
Aug 13, 2026 |
|
Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly
|
Aug 06, 2026 |
|
Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group
|
Aug 04, 2026 |
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Ep. 354: Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence
|
Jul 30, 2026 |
|
Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi
|
Jul 24, 2026 |
|
Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial
|
Jul 17, 2026 |
|
Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen
|
Jul 09, 2026 |
|
Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group
|
Jul 07, 2026 |
|
Ep. 349: July WealthTech News
|
Jul 02, 2026 |
|
Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault
|
Jun 25, 2026 |
|
Ep. 347: June News
|
Jun 18, 2026 |
|
Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep
|
Jun 11, 2026 |
|
Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed
|
Jun 05, 2026 |
|
Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine
|
May 29, 2026 |
|
Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
|
May 22, 2026 |
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Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group
|
May 20, 2026 |
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Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor
|
May 15, 2026 |
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Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI
|
May 08, 2026 |
|
Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar
|
May 01, 2026 |
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Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens
|
Apr 23, 2026 |
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Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors
|
Apr 17, 2026 |
|
Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish
|
Apr 11, 2026 |
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Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office
|
Apr 03, 2026 |
|
Ep. 334: March WealthTech News
|
Mar 26, 2026 |
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Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud
|
Mar 19, 2026 |
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Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify
|
Mar 12, 2026 |
|
Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
|
Mar 05, 2026 |
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Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion
|
Feb 25, 2026 |
|
Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel
|
Feb 19, 2026 |
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Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning
|
Feb 12, 2026 |
|
Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies
|
Feb 05, 2026 |
|
Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet
|
Jan 22, 2026 |
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Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies
|
Jan 15, 2026 |
|
Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily
|
Jan 08, 2026 |
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Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology
|
Dec 30, 2025 |
|
Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners
|
Dec 23, 2025 |
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Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset
|
Dec 18, 2025 |
|
Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group
|
Dec 11, 2025 |
|
Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera
|
Dec 05, 2025 |
|
Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial
|
Nov 25, 2025 |
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Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors
|
Nov 20, 2025 |
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Ep. 315: November Wealthtech News
|
Nov 18, 2025 |
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Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map
|
Nov 07, 2025 |
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Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout
|
Oct 31, 2025 |
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Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions
|
Oct 17, 2025 |
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Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans
|
Oct 09, 2025 |
|
Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion
|
Oct 06, 2025 |
|
Ep. 308: September WealthTech News
|
Oct 02, 2025 |
|
Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen
|
Sep 25, 2025 |
|
Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney
|
Sep 18, 2025 |
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Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners
|
Sep 11, 2025 |
|
Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline
|
Sep 08, 2025 |
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Ep. 303: August News
|
Aug 31, 2025 |
|
Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks
|
Aug 21, 2025 |
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Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai
|
Aug 14, 2025 |
|
Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces
|
Aug 07, 2025 |
|
Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla
|
Aug 01, 2025 |
|
Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr
|
Jul 28, 2025 |
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Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves
|
Jul 24, 2025 |
|
Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow
|
Jul 18, 2025 |
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Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood
|
Jul 03, 2025 |
|
Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera
|
Jun 30, 2025 |
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Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris
|
Jun 23, 2025 |
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Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day
|
Jun 13, 2025 |
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Ep. 291: June WealthTech News
|
Jun 05, 2025 |
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Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz
|
May 16, 2025 |
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Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth
|
May 08, 2025 |
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Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic
|
May 02, 2025 |
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Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders
|
Apr 17, 2025 |
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Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com
|
Apr 10, 2025 |
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Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel
|
Apr 07, 2025 |
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Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital
|
Apr 03, 2025 |
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Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs
|
Mar 28, 2025 |
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Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin
|
Mar 21, 2025 |
|
Ep. 281: March WealthTech News
|
Mar 14, 2025 |
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Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech
|
Mar 13, 2025 |
|
Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken
|
Mar 06, 2025 |
|
Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences
|
Feb 24, 2025 |
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Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion
|
Feb 20, 2025 |
|
Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick
|
Feb 18, 2025 |
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Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud
|
Feb 18, 2025 |
|
Ep. 274: January News Roundup
|
Feb 03, 2025 |
|
Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT
|
Jan 24, 2025 |
|
Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist
|
Jan 16, 2025 |
|
Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace
|
Jan 10, 2025 |
|
Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth
|
Jan 03, 2025 |
|
Ep. 269: December WealthTech News
|
Dec 31, 2024 |
|
Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak
|
Dec 17, 2024 |
|
Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group
|
Dec 10, 2024 |
|
Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify
|
Nov 27, 2024 |
|
Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy
|
Nov 19, 2024 |
|
Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration
|
Nov 12, 2024 |
|
Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth
|
Nov 04, 2024 |
|
Ep. 262: October WealthTech News
|
Oct 24, 2024 |
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Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
|
Oct 17, 2024 |
|
Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map
|
Oct 10, 2024 |
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Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech
|
Oct 03, 2024 |
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Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity
|
Sep 26, 2024 |
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Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors
|
Sep 19, 2024 |
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Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t
|
Sep 16, 2024 |
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Ep. 255: September WealthTech News
|
Sep 10, 2024 |
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Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton
|
Aug 29, 2024 |
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Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine
|
Aug 22, 2024 |
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Ep. 252: August WealthTech News
|
Aug 16, 2024 |
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Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios
|
Aug 08, 2024 |
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Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink
|
Aug 01, 2024 |
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Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig
|
Jul 25, 2024 |
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Ep. 248: July WealthTech News
|
Jul 18, 2024 |
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Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt
|
Jul 11, 2024 |
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Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown
|
Jul 09, 2024 |
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Ep. 245: June WealthTech News
|
Jun 27, 2024 |
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Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic
|
Jun 20, 2024 |
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Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi
|
Jun 13, 2024 |
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Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto
|
Jun 06, 2024 |
|
Ep. 241: May Wealthtech News
|
May 30, 2024 |
|
Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners
|
May 23, 2024 |
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Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360
|
May 09, 2024 |
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Ep. 238: Breakaway Blueprint with Morningstar Office
|
May 02, 2024 |
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Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions
|
Apr 25, 2024 |
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Ep. 236: April WealthTech News
|
Apr 18, 2024 |
|
Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials
|
Apr 11, 2024 |
|
Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire
|
Apr 04, 2024 |
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Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman
|
Mar 28, 2024 |
|
Ep. 232: March WealthTech News
|
Mar 21, 2024 |
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Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
|
Mar 14, 2024 |
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Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial
|
Mar 07, 2024 |
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Ep. 229: The Breakaway Blueprint, with Advyzon
|
Mar 05, 2024 |
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Ep. 228: February WealthTech News
|
Feb 29, 2024 |
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Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts
|
Feb 27, 2024 |
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Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX
|
Feb 20, 2024 |
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Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac
|
Feb 15, 2024 |
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Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls
|
Feb 08, 2024 |
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Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN
|
Feb 01, 2024 |
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Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex
|
Jan 25, 2024 |
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Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond
|
Jan 23, 2024 |
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Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing
|
Jan 16, 2024 |
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Ep. 219: The WealthTech Today Podcast Best of 2023
|
Jan 11, 2024 |
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Ep. 218: January News Roundup
|
Jan 09, 2024 |
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Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT
|
Jan 04, 2024 |
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Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline
|
Dec 28, 2023 |
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Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA
|
Dec 21, 2023 |
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Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP
|
Dec 15, 2023 |
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Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine
|
Dec 14, 2023 |
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Ep. 212: Navigating Private Markets with Marcus New, InvestX
|
Dec 07, 2023 |
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Ep. 211: November WealthTech News
|
Dec 01, 2023 |
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Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth
|
Nov 16, 2023 |
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Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors
|
Nov 10, 2023 |
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Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP
|
Nov 02, 2023 |
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Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder
|
Oct 27, 2023 |
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Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth
|
Oct 19, 2023 |
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Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf
|
Oct 12, 2023 |
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Ep. 204: October WealthTech News
|
Oct 03, 2023 |
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Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig
|
Sep 22, 2023 |
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Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra
|
Sep 14, 2023 |
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Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla
|
Sep 07, 2023 |
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Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin
|
Sep 01, 2023 |
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Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce
|
Aug 25, 2023 |
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Ep. 198: August WealthTech News
|
Aug 21, 2023 |
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Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory
|
Aug 10, 2023 |
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Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor
|
Aug 07, 2023 |
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Ep. 195: July WealthTech News
|
Jul 28, 2023 |
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Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor
|
Jul 27, 2023 |
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Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth
|
Jul 14, 2023 |
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Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx
|
Jul 06, 2023 |
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Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management
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Jul 03, 2023 |
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Ep. 190: June WealthTech News
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Jun 26, 2023 |
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Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth
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Jun 15, 2023 |
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Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with Parham Nasseri, InvestorCOM
|
Jun 11, 2023 |
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Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing
|
Jun 05, 2023 |
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Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle
|
May 19, 2023 |
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Ep 184: May WealthTech News
|
May 15, 2023 |
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Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild
|
Apr 25, 2023 |
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Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther
|
Apr 07, 2023 |
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Ep. 181: March WealthTech News
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Mar 24, 2023 |
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Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason
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Mar 16, 2023 |
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Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower
|
Mar 09, 2023 |
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Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo
|
Feb 23, 2023 |
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Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt
|
Feb 17, 2023 |
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Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft
|
Feb 10, 2023 |
|
Ep. 175: February Wealthtech News
|
Feb 06, 2023 |
|
Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds
|
Jan 27, 2023 |
|
Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar
|
Jan 12, 2023 |
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Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2
|
Jan 05, 2023 |
|
Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1
|
Dec 30, 2022 |
|
Ep 170: December WealthTech News
|
Dec 26, 2022 |
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Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map
|
Dec 08, 2022 |
|
Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
|
Dec 01, 2022 |
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Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit
|
Nov 18, 2022 |
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Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken
|
Nov 11, 2022 |
|
Ep. 165: November News Roundup
|
Nov 05, 2022 |
|
Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial
|
Oct 31, 2022 |
|
Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech
|
Oct 14, 2022 |
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Ep. 161: Never Assume You Know the Market with Ryan George, Docupace
|
Oct 07, 2022 |
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Ep. 160: September WealthTech News Roundup
|
Sep 30, 2022 |
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Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
|
Sep 22, 2022 |
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Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial
|
Sep 16, 2022 |
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Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial
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Sep 08, 2022 |
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Ep. 156: August WealthTech News
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Aug 31, 2022 |
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Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts
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Aug 30, 2022 |
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Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar
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Aug 11, 2022 |
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Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark
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Aug 04, 2022 |
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Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX
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Jul 28, 2022 |
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Ep. 151: July WealthTech News
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Jul 25, 2022 |
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Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv
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Jul 14, 2022 |
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Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI
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Jul 07, 2022 |
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Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG
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Jun 24, 2022 |
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Ep. 147: June News Roundup
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Jun 21, 2022 |
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Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors
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Jun 09, 2022 |
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Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence
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Jun 02, 2022 |
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Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology
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May 26, 2022 |
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Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
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May 24, 2022 |
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Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager
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May 13, 2022 |
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Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera
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May 05, 2022 |
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Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360
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Apr 29, 2022 |
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Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin
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Apr 21, 2022 |
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Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt
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Apr 20, 2022 |
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Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan
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Apr 14, 2022 |
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Ep. 136: April WealthTech News Roundup
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Apr 08, 2022 |
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Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions
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Apr 01, 2022 |
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Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts
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Mar 17, 2022 |
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Ep. 133: March WealthTech News Roundup
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Mar 11, 2022 |
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Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development
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Mar 03, 2022 |
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Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva
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Feb 24, 2022 |
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Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark
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Feb 17, 2022 |
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Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak
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Feb 15, 2022 |
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Ep. 128: February WealthTech News
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Feb 15, 2022 |
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Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones
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Jan 27, 2022 |
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Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet
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Jan 20, 2022 |
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Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest
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Jan 13, 2022 |
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Ep. 124: January WealthTech News Roundup
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Jan 06, 2022 |
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Ep. 123: Best of WealthTech Today 2021 Roundup
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Dec 30, 2021 |
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Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace
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Dec 23, 2021 |
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Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton
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Dec 19, 2021 |
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Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS
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Dec 13, 2021 |
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Ep. 119: December WealthTech News Roundup
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Dec 07, 2021 |
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Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish
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Nov 18, 2021 |
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Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys
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Nov 12, 2021 |
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Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx
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Oct 28, 2021 |
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Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne
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Oct 21, 2021 |
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Ep. 114: October WealthTech News Roundup
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Oct 12, 2021 |
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Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network
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Sep 30, 2021 |
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Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement
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Sep 23, 2021 |
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Ep. 111: September Wealthtech News Roundup
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Sep 14, 2021 |
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Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar
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Sep 04, 2021 |
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Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG
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Aug 27, 2021 |
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Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre
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Aug 19, 2021 |
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Ep. 107: August News Roundup
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Aug 11, 2021 |
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Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante
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Jul 29, 2021 |
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Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data
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Jul 22, 2021 |
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Ep. 104: July Wealthtech News Roundup
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Jul 15, 2021 |
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Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing
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Jun 30, 2021 |
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Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets
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Jun 17, 2021 |
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Ep. 101: June WealthTech News Roundup
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Jun 08, 2021 |
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Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein
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May 27, 2021 |
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Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace
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May 20, 2021 |
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Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro
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May 14, 2021 |
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Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup
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May 03, 2021 |
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Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan
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Apr 27, 2021 |
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Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology
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Apr 15, 2021 |
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Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild
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Apr 09, 2021 |
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Ep. 93: Putting the Puzzle Pieces Together – April News Roundup
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Apr 01, 2021 |
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Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack
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Mar 25, 2021 |
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#ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist
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Mar 18, 2021 |
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#ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin
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Mar 11, 2021 |
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#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup
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Mar 04, 2021 |
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#ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de
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Feb 26, 2021 |
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#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners
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Feb 18, 2021 |
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#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick
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Feb 11, 2021 |
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#ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze
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Feb 05, 2021 |
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#ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva
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Jan 28, 2021 |
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#ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou
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Jan 25, 2021 |
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#ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?
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Jan 18, 2021 |
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#ItzOnWealthTech Ep. 80: Best of 2020 – Part 2
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Jan 04, 2021 |
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#ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell
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Dec 24, 2020 |
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#ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift
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Dec 17, 2020 |
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#ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur
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Dec 10, 2020 |
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#ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare
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Dec 03, 2020 |
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#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road
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Nov 30, 2020 |
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#ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts
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Nov 20, 2020 |
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#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin
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Nov 12, 2020 |
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#ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial
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Nov 06, 2020 |
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#ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai
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Oct 29, 2020 |
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#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1
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Oct 22, 2020 |
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#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management
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Oct 08, 2020 |
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#ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood
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Oct 03, 2020 |
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#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout
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Sep 25, 2020 |
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#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant
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Sep 17, 2020 |
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#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon
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Sep 10, 2020 |
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#ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg
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Aug 27, 2020 |