WealthTech Today

By Craig IskowitzNews Tech News

WealthTech Today episodes

April 23, 2020 #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati
The post #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati appeared first on and was written by Craig Iskowitz.
“Advisors are in the business to communicating and helping people grow and retain their assets through whatever lifestyle changes they may have. So communicating honestly and authentically is always a key.” –Maree Moscati, CEO, CopyTalk Holder of FINRA Series 24, 7 & 63 licenses, Maree spent 30 years exceeding her goals as a leader in […]
The post #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati appeared first on and was written by Craig Iskowitz.
35 min
April 09, 2020 #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi
The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on and was written by Craig Iskowitz.
“The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years, these firms have been able to digitally connect with their constituents.” –Bill Capuzzi, CEO, […]
The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on and was written by Craig Iskowitz.
32 min
April 04, 2020 #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt
The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on and was written by Craig Iskowitz.
“I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There’s some cost to all of this technology and it’s fair to say in this economy, can I skimp on […]
The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on and was written by Craig Iskowitz.
39 min
March 26, 2020 #ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter
The post #ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter appeared first on and was written by Craig Iskowitz.
“If you’re focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless of what social media platform you’re on. It’s always valuable to pay attention to people.” — Jay Palter, Chief Engagement Officer of Jay Palter Social Advisory Ten years ago, Jay […]
The post #ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter appeared first on and was written by Craig Iskowitz.
32 min
March 19, 2020 #ItzOnWealthTech Ep. 43: Female Leaders in Technology
The post #ItzOnWealthTech Ep. 43: Female Leaders in Technology appeared first on and was written by Craig Iskowitz.
“Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who’s going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position.” — Christina Townsend, Head of Platform Strategy for Advisor Solutions, BNY Mellon […]
The post #ItzOnWealthTech Ep. 43: Female Leaders in Technology appeared first on and was written by Craig Iskowitz.
32 min
March 12, 2020 #ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference
The post #ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology. The whole premise of T3 was bring your developers to the booth. Don’t bring your salespeople.” — Joel […]
The post #ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
43 min
March 04, 2020 #ItzOnWealthTech Ep. 41: Highlight Reel #2 from the T3 Advisor Conference
"What we're trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to be able to create a unicorn experience. Paint the picture, if you will, of their user experience at a much more manageable cost."

-- Oleg Tishkevich, Invent.us
I spent almost an entire week at the T3 Advisor Conference and I can safely say that it was hands down the best T3 of the ten or so that I have attended! So much learning, lots of great speakers and panels sessions, some ground-breaking announcements, and of course, terrific networking with people from across the industry.

This is the second of three episodes from T3 that we're put together for our Wealth Management Today podcast by Ezra Group. We had so many interviews. 24 to be exact! Too many for a single episode, so we're compiling them into three, that's really the "Best of T3"!

This week, our first group of industry experts include Tricia Haskins from Fidelity Institutional, Matthew Radgowski from Morningstar, Robb Baldwin from TradePMR, Charles Reiling from Coastal Equities, Craig Cintron from TD Ameritrade, Kartik Srinivasan from Charles Schwab, and Oleg Tishkevich from Invent.us.

Now hit the Play button!

This episode of Wealth Management Today is brought to you by Ezra Group Consulting. If your firm is evaluating new technology or looking to improve your current wealth platform, you need to contact Ezra Group. Don’t spend another day using technology that doesn’t offer an elegant user experience. Your advisors and clients deserve better and you can deliver it to them with the help of Ezra Group.
Topics Covered in this Episode

Advice Stack for Advisors & Fidelity's Integration Xchange with Tricia Haskins
Morningstar on ESG Investments with Matthew Radgowski
The Impact of the Schwab-TD Merger with Robb Baldwin
Advisors Are Tired of Hearing "No" with Charles Reiling
RIA Technology Trends with Craig Cintron
Evolution of APIs with Kartik Srinivasan
What it Means to be Cloud Native with Oleg Tishkevich

Companies Mentioned

Charles Schwab [26:36]
Coastal Equities [17:04]
Fidelity Institutional [02:54]
Envestnet Finance Logix [00:34]
Invent.us [31:07]
Morningstar [07:33]
Sustainalytics [08:28]
TD Ameritrade [22:26]
TradePMR [12:24]

Related Articles

#ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference
#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference
#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR
#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade

Complete Episode Transcript:
Craig: Oleg Tishkevich saw a problem. After running his first company, financial planning vendor FinanceLogix for 16 years, he realized his programers were spending 25% of their time just integrating with other platforms. He knew there was a better way, and after selling his firm to Envestnet in 2015, he started building a second company to solve this issue. I spoke to Oleg about his new startup, Invent.us, and how they're revolutionizing the way wealth management firms develop software. Highlights from his interview as well as six other industry leaders are in this episode recorded at the T3 Advisor Conference.
Craig: I'm glad you all make it here to this episode of the WM Today podcast, I'm your host, Craig Iskowitz and I run a consulting firm called Ezra Group. We help wealth managers, asset managers and WealthTech vendors make better business and technology decisions.
38 min
March 03, 2020 #ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience
The post #ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience appeared first on and was written by Craig Iskowitz.
“What we’re trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to be able to create a unicorn experience. Paint the picture, if you […]
The post #ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience appeared first on and was written by Craig Iskowitz.
38 min
February 27, 2020 #ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference
The post #ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
“There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much sand is in our hourglass, we don’t know how much is left, but what we know is everything is paid in time.” — Burt White, Managing Director of LPL Financial […]
The post #ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
38 min
February 20, 2020 #ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt
The post #ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt appeared first on and was written by Craig Iskowitz.
“Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier life of new tech. They have it easier just to scale, and also because of the socioeconomic drivers, because of the huge market and because of the high growth rate […]
The post #ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt appeared first on and was written by Craig Iskowitz.
47 min