WealthTech Today

The post #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood appeared first on and was written by Craig Iskowitz.

“What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this data on user profiles and company profiles that cuts out the first ten conversations between any two parties because most of the questions they were going to ask are already […]

The post #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout appeared first on and was written by Craig Iskowitz.

“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […]

The post #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant appeared first on and was written by Craig Iskowitz.

“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate digital assistant for an advisor so they can be much more efficient when they do their job. But going back to the conversation, we know who you are, we know […]

The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon appeared first on and was written by Craig Iskowitz.

“We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it wouldn’t become a one-trick pony. It wasn’t just putting a bunch of strategist models on a shelf to make it easy for advisors to adopt into their practice. That’s a component, […]

The post #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg appeared first on and was written by Craig Iskowitz.

“The technology trend that we’re seeing is clients want fewer systems and fewer vendors. What we saw in the ’90s and the early 2000s was a shift to “best of breed” and firms were plagued with having to integrate and support many relationships and individual technologies and make sure they worked together.” –Yaela Shamberg, Co-Founder […]

The post #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz.

“As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to average.” –Toussaint Bailey, CEO, Enso Wealth How can financial advisors break out of the race to an average technology stack and avoid creating a bland client experience? Is it possible […]

The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? appeared first on and was written by Craig Iskowitz.

“I was always challenged to grow an analytics business that was confronted with the demise of active managers as their customer base. So in casting about looking for growth opportunities, I routinely came upon the US wealth segment as something that was undergoing significant demographic and technological change. And as we all know, changes in […]

The post #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? appeared first on and was written by Craig Iskowitz.

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.

The post #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on and was written by Elana Iskowitz.

“I feel like I’ve been ahead of the curve my entire career. And I don’t necessarily mean that in a positive way, because we were out there selling web-based portfolio management before people really had a solid grasp on what the internet was. Like I mentioned, a lot of our challenges were describing what we […]

The post #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on and was written by Elana Iskowitz.

The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.

“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically.  It’s no longer a zero sum game. All advisors need some digital, they […]

The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.