WealthTech Today
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
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Recent Episodes
Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network
“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss...
Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement
“Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting...
Ep. 111: September Wealthtech News Roundup
Come on in, sit back, relax and enjoy episode 111 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group...
Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar
“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history...
Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG
“If we think about the underpinning of our future growth strategy we’re specifically looking to accelerate growth by developing and delivering on...
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