WealthTech Today
Podcast készítő Craig Iskowitz
292 Epizód
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Ep. 133: March WealthTech News Roundup
Közzétéve: 2022. 03. 11. -
Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development
Közzétéve: 2022. 03. 03. -
Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva
Közzétéve: 2022. 02. 24. -
Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark
Közzétéve: 2022. 02. 17. -
Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak
Közzétéve: 2022. 02. 15. -
Ep. 128: February WealthTech News
Közzétéve: 2022. 02. 15. -
Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones
Közzétéve: 2022. 01. 27. -
Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet
Közzétéve: 2022. 01. 20. -
Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest
Közzétéve: 2022. 01. 13. -
Ep. 124: January WealthTech News Roundup
Közzétéve: 2022. 01. 06. -
Ep. 123: Best of WealthTech Today 2021 Roundup
Közzétéve: 2021. 12. 30. -
Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace
Közzétéve: 2021. 12. 23. -
Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton
Közzétéve: 2021. 12. 19. -
Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS
Közzétéve: 2021. 12. 13. -
Ep. 119: December WealthTech News Roundup
Közzétéve: 2021. 12. 07. -
Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish
Közzétéve: 2021. 11. 18. -
Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys
Közzétéve: 2021. 11. 12. -
Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx
Közzétéve: 2021. 10. 28. -
Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne
Közzétéve: 2021. 10. 21. -
Ep. 114: October WealthTech News Roundup
Közzétéve: 2021. 10. 12.
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.