61 episodes

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.

Wealth Management Today Craig Iskowitz

    • Tech News
    • 4.4, 8 Ratings

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. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson

    #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson

    "My point of view is that technology is the business. Technology is the front door for advisors to work with the custodian. In Schwab's case Schwab Advisor Center is really the front door for our advisors to work with Schwab, and when I think about charging fees for technology, I think, well, technology has to […]

    #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar

    #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar

    "I feel like I've been ahead of the curve my entire career. And I don't necessarily mean that in a positive way, because we were out there selling web-based portfolio management before people really had a solid grasp on what the internet was. Like I mentioned, a lot of our challenges were describing what we […]

    #ItzOnWealthTech Ep. 58: Wealth Management Isn't Cool with Ned Phillips, Bambu

    #ItzOnWealthTech Ep. 58: Wealth Management Isn't Cool with Ned Phillips, Bambu

    "Wealth management today is still not very cool. It's still seen as manual with a lot of friction and expensive. As a young person said to me, 'it's sold by dudes in suits'. But the perception of digital wealth has changed dramatically.  It's no longer a zero sum game. All advisors need some digital, they […]

    • 40 min
    #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera

    #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera

    This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later went on to serve as CTO of Cetera Financial Group.  Leda now runs her a consulting firm called Strategic Technology Consulting as well as her own executive coaching business, and […]

    • 45 min
    #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

    #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman

    "The trends that we're seeing right now is that the younger generation wants things to be a lot more personalized. They really don't want to be educated. They don't want to know how a Monte Carlo works and what's a capital market assumption. They just want an answer. Like, do I have enough money? Am […]

    #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones

    #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones

    "The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who've already opted into working with a human advisor, even though they're getting screwed. And so for us, this is an enormous readily available market if we can open up […]

    • 35 min

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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.

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