292 Epizód

  1. Ep. 133: March WealthTech News Roundup

    Közzétéve: 2022. 03. 11.
  2. Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development

    Közzétéve: 2022. 03. 03.
  3. Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva

    Közzétéve: 2022. 02. 24.
  4. Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark

    Közzétéve: 2022. 02. 17.
  5. Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak

    Közzétéve: 2022. 02. 15.
  6. Ep. 128: February WealthTech News

    Közzétéve: 2022. 02. 15.
  7. Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones

    Közzétéve: 2022. 01. 27.
  8. Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet

    Közzétéve: 2022. 01. 20.
  9. Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest

    Közzétéve: 2022. 01. 13.
  10. Ep. 124: January WealthTech News Roundup

    Közzétéve: 2022. 01. 06.
  11. Ep. 123: Best of WealthTech Today 2021 Roundup

    Közzétéve: 2021. 12. 30.
  12. Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace

    Közzétéve: 2021. 12. 23.
  13. Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton

    Közzétéve: 2021. 12. 19.
  14. Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS

    Közzétéve: 2021. 12. 13.
  15. Ep. 119: December WealthTech News Roundup

    Közzétéve: 2021. 12. 07.
  16. Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish

    Közzétéve: 2021. 11. 18.
  17. Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys

    Közzétéve: 2021. 11. 12.
  18. Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx

    Közzétéve: 2021. 10. 28.
  19. Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne

    Közzétéve: 2021. 10. 21.
  20. Ep. 114: October WealthTech News Roundup

    Közzétéve: 2021. 10. 12.

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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.

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