The post #ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial appeared first on and was written by Craig Iskowitz.

“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is not convenient, why have it in there?” — Rob Pettman, LPL Financial “If we can get advisors really happy faster, why wouldn’t we just reorganize things to do that?” — […]

The post #ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend appeared first on and was written by Craig Iskowitz.

“The days of reading a user manual are gone. There isn’t even time to watch a YouTube video. You have to find alternative ways to get people to use your technology.” — Christina Townsend, BNY Mellon | Pershing Christina Townsend is Head of Platform Strategy at BNY Mellon | Pershing Advisor Solutions. Her team works […]

The post #ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz.

“Digital wealth has to be one leg of the digital strategy a bank might have. So it’s going to be payments, it’s going to be mobiles, it’s going to be banking, and it’s going to be wealth management. They have to be coordinated together, because it has to be driven according to the expectations and […]

The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on and was written by Craig Iskowitz.

“It has nothing to do with how smart you are, what school you went to, or how many PhDs you have in your innovation lab. If your team can’t emotionally deal with the prospect of failing and having to wear egg on your face for five minutes, it’s going to be difficult.” — Davyde Wachell, […]

The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz.

“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very nervous.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […]

The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz.