WealthTech Today
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
Follow Our Podcast
Recent Episodes
Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys
“I’ve got a maximalist view on this I’ve sort of self radicalized but it’s not just that advisors have to compete with now, banks and insurance...
Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx
“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets, that are career insurance producers, and...
Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne
“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence...
Ep. 114: October WealthTech News Roundup
Come on in, sit back, relax and enjoy episode 114 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group...
POWERED BY BLUBRRY
