Sign up to save your podcasts
Or
Share #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson
The post #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson appeared first on and was written by Elana Iskowitz.
“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 […]
The post #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson appeared first on and was written by Elana Iskowitz.
View all episodes
By Craig Iskowitz
4
1313 ratings
The post #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson appeared first on and was written by Elana Iskowitz.
“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 […]
The post #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson appeared first on and was written by Elana Iskowitz.
More shows like WealthTech Today
View all
Masters in Business
2,172 Listeners
The Meb Faber Show - Better Investing
937 Listeners
Capital Allocators – Inside the Institutional Investment Industry
800 Listeners
Animal Spirits Podcast
1,992 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,045 Listeners
The Long View
880 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
238 Listeners
Barron's Streetwise
1,542 Listeners
Barron's Advisor
108 Listeners
Barron's Live
195 Listeners
Ask The Compound
305 Listeners
WealthTech on Deck
18 Listeners
The WealthStack Podcast
3 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
118 Listeners