WealthTech Today

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

Ep. 291: June WealthTech News
Jun 5, 2025 –
Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz
May 16, 2025 –
Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth
May 8, 2025 –
Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic
May 2, 2025 –
Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders
Apr 17, 2025 –
Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com
Apr 10, 2025 –
Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel
Apr 7, 2025 –
Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital
Apr 3, 2025 –
Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs
Mar 28, 2025 –
Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin
Mar 21, 2025 –
Ep. 281: March WealthTech News
Mar 14, 2025 –
Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech
Mar 13, 2025 –
Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken
Mar 6, 2025 –
Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences
Feb 24, 2025 –
Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion
Feb 20, 2025 –
Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick
Feb 18, 2025 –
Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud
Feb 18, 2025 –
Ep. 274: January News Roundup
Feb 3, 2025 –
Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT
Jan 24, 2025 – 36:33
Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist
Jan 16, 2025 –
Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace
Jan 10, 2025 –
Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth
Jan 3, 2025 –
Ep. 269: December WealthTech News
Dec 31, 2024 –
Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak
Dec 17, 2024 –
Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group
Dec 10, 2024 –
Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify
Nov 27, 2024 –
Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy
Nov 19, 2024 –
Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration
Nov 12, 2024 –
Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth
Nov 4, 2024 –
Ep. 262: October WealthTech News
Oct 24, 2024 –
Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
Oct 17, 2024 –
Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map
Oct 10, 2024 –
Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech
Oct 3, 2024 –
Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity
Sep 26, 2024 –
Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors
Sep 19, 2024 –
Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t
Sep 16, 2024 –
Ep. 255: September WealthTech News
Sep 10, 2024 –
Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton
Aug 29, 2024 –
Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine
Aug 22, 2024 –
Ep. 252: August WealthTech News
Aug 16, 2024 –
Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios
Aug 8, 2024 –
Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink
Aug 1, 2024 –
Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig
Jul 25, 2024 –
Ep. 248: July WealthTech News
Jul 18, 2024 –
Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt
Jul 11, 2024 –
Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown
Jul 9, 2024 –
Ep. 245: June WealthTech News
Jun 27, 2024 –
Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic
Jun 20, 2024 –
Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi
Jun 13, 2024 –
Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto
Jun 6, 2024 –

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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.