WealthTech Today

The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz.

“The old man rubbed his hands: ‘Ah! A meta-subject! Using language to discuss language, there’s nothing better. I adore that’.” ― Laurent Binet, The Seventh Function of Language This episode is one that I’ve been talking with my team about doing for a while.  I get a steady stream of questions about how I started […]

The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur appeared first on and was written by Craig Iskowitz.

“What I think is different about our approach, firstly, is that we’re purpose built for decumulation. The second thing is that we’re built for what I call modern retirement. In the old days you had a pension, but you probably were only living until your early 80s. Today, the vast majority of our customers don’t […]

The post #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare appeared first on and was written by Craig Iskowitz.

“TAMPs are often the first thing that advisors outsource.  They know that they aren’t very good at investments and they were very happy to turn to somebody who had some expertise in there. So what’s happened is that they’ve had to adopt and integrate more tools such as  onboarding and proposal generation. I think the […]

The post #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road appeared first on and was written by Craig Iskowitz.

It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup of some of the top wealthtech news and we’ve got a terrific mix of stories to keep you on top of the latest industry updates. When is a custodian less […]

The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz.

“Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner in a journey that will inspire you, support you, push you.  There’s so much capital being poured into our space right now. The check […]

The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz.

“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […]

The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz.

“We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being there for advisors and helping them where they are in their practices. And we’re agnostic of platform, affiliation level. We’re really trying to help support advice and be the leader […]

The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai appeared first on and was written by Craig Iskowitz.

“We are taking on AI-based innovation with a deep sense of social responsibility, but also combining a for-profit and a nonprofit at the same time. We recognize that what we do disrupts traditional jobs, or it has the potential to. Every AI company is, in a way, dabbling in disruption of the workforce. ” — […]

The post #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by Craig Iskowitz.

Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of 2020 episode a little early, just in case.  We had an incredible lineup of guests and it was difficult for the #ItzOnWealthtech team to decide who made the cut.  We […]

The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management appeared first on and was written by Craig Iskowitz.

It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […]

The post #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management appeared first on and was written by Craig Iskowitz.