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
#ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi
"The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was...
#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt
"I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three,...
#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter
"If you're focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths...
#ItzOnWealthTech Ep. 43: Female Leaders in Technology
"Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who's going to move the needle for you....
#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference
"I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell...
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