The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on and was written by Craig Iskowitz.

“Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of the […]

The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on and was written by Craig Iskowitz.

“The regulators aren’t asking that you have the best performance or be the smartest firm in the world, they’re asking you to self-actualize and be the best you can be from a compliance standpoint.” — Jeff Cowley, Chief Technology Officer, InvestEdge Jeff is a wealth management technology executive at InvestEdge, with 20 years of experience […]

The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses appeared first on and was written by Craig Iskowitz.

“Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP can add some value.” — Dermot O’Mahony, Global Head of Software at Morningstar Dermot is a SaaS-focused product executive with a track record for identifying high potential market opportunities within […]

The post #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses appeared first on and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj appeared first on and was written by Craig Iskowitz.

“There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is with David Lyon, CEO of Oranj, a Chicago-based provider of digital technology solutions for financial advisors. Here are a few of my interviews with previous winners: Brian McLaughlin, CEO of Redtail […]

The post #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News appeared first on and was written by Craig Iskowitz.

“Seamless integration – what does that mean? It’s like saying jumbo shrimp. It’s an oxymoron because there aren’t any truly seamless integrations.” — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations, and workflow building. As […]

The post #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News appeared first on and was written by Craig Iskowitz.