Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup of some of the top wealthtech news and we’ve got a terrific mix of stories to keep you on top of the latest industry updates. When is a custodian less […]
#ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts
“Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner in a journey that will inspire you, support you, push you. There’s so much capital being poured into our space right now. The check […]
#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin
“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […]
#ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial
“We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being there for advisors and helping them where they are in their practices. And we’re agnostic of platform, affiliation level. We’re really trying to help support advice and be the leader […]
#ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai
“We are taking on AI-based innovation with a deep sense of social responsibility, but also combining a for-profit and a nonprofit at the same time. We recognize that what we do disrupts traditional jobs, or it has the potential to. Every AI company is, in a way, dabbling in disruption of the workforce. ” — […]
#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1
Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of 2020 episode a little early, just in case. We had an incredible lineup of guests and it was difficult for the #ItzOnWealthtech team to decide who made the cut. We […]
Customer ReviewsSee All
Wisdom from business pros
This is a helpful podcast for anyone who is interested in introducing themselves into the world of wealth management advisory, or wants to hone their skills and better understand this industry. I suggest you annotate, take notes, and create a guide from the expert guests. I’ve had great success reading Craig’s investment advice services blog and it has led me to his podcast as a way to help fill the gaps in my knowledge and give me more details about the most important issues related to wealth management. Craig has a way of articulating things like this that make sense.