WealthTech Today

The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz.

“Digital wealth has to be one leg of the digital strategy a bank might have. So it’s going to be payments, it’s going to be mobiles, it’s going to be banking, and it’s going to be wealth management. They have to be coordinated together, because it has to be driven according to the expectations and […]

The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on and was written by Craig Iskowitz.

“It has nothing to do with how smart you are, what school you went to, or how many PhDs you have in your innovation lab. If your team can’t emotionally deal with the prospect of failing and having to wear egg on your face for five minutes, it’s going to be difficult.” — Davyde Wachell, […]

The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz.

“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very nervous.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […]

The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on and was written by Craig Iskowitz.

“It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services digitally.” — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility for their overall business strategy and management. In his over nine years at […]

The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market appeared first on and was written by Craig Iskowitz.

“Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, E*Trade Advisor Services James Capps joined E*TRADE Advisor Services (formerly Trust Company of America) in November 2014 and serves as VP of Technology, responsible for the technical vision, development, and operation of the firm’s network architecture and technology […]

The post #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market appeared first on and was written by Craig Iskowitz.