WealthTech Today

The post #ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo appeared first on and was written by Craig Iskowitz.

“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don’t choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still […]

The post #ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan appeared first on and was written by Craig Iskowitz.

“We’ve developed methodologies that provide our clients with views on industry data that don’t currently exist.” — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience. She began her career with Cerulli Associates, then went on to launch her own firm, Dover Financial Research.  She patterned with […]

The post #ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson appeared first on and was written by Craig Iskowitz.

“Fee transparency should be every firm’s goal. Make sure that anybody working with you knows how their fees have been calculated and knows what they’re being charged for. Provide a good client statement that has all of the right data on it. That’s just good business.” — Seth Johnson, CEO, Redi2 Technologies Seth Johnson has […]

The post #ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center appeared first on and was written by Craig Iskowitz.

“The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the industry learning about because the tech was so bad. But now that the tech is getting so good, the hard part is putting it all […]

The post #ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast appeared first on and was written by Craig Iskowitz.

I can’t believe it’s been a year since I launched this podcast, but in the spirit and tradition of annual best-of’s, we’ve made a best-of the podcast from 2019. My staff and I poured over the audio and pulled some of the best clips from the year and compiled them here for your listening pleasure. […]

The post #ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs appeared first on and was written by Craig Iskowitz.

[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it’s too late. I think Schwab recognized that they weren’t able to […]

The post #ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference appeared first on and was written by Craig Iskowitz.

“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]

The post #ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on and was written by Craig Iskowitz.

“There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians’ commission system for the benefit of their clients because that’s how you look good as a fee-only advisor.” — Michael Kitces, Publisher, Nerd’s Eye View Michael Kitces began his career […]

The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on and was written by Craig Iskowitz.

“In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth firms even makes the top 10.” — Josh Book, CEO, Parameter Insights Josh Book is the Founder and CEO of Parameter Insights, a data, research, and advisory services firm focused on delivering […]

The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on and was written by Craig Iskowitz.

“We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition process.” — Ray Mulligan, IFS Ray Mulligan brings more than 25 years of experience in consulting and financial services to IFS. As the company’s MD, Product Strategy, Ray manages product […]

The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on and was written by Craig Iskowitz.