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 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins
“I am a true believer that using technology and using it well is going to help you grow your business, it’s going to help you create scale and efficiency,...
#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR
“I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our...
#ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech
“The regulators aren’t asking that you have the best performance or be the smartest firm in the world, they’re asking you to self-actualize and...
#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack
“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with...
Joel Bruckenstein's highlights from the T3 Advisor Conference
"Our industry is still evolving. The entrepreneurs and innovators can't just rest on their laurels. When they see an opportunity to do...
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