WealthTech Today

The post #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins appeared first on and was written by Craig Iskowitz.

“I am a true believer that using technology and using it well is going to help you grow your business, it’s going to help you create scale and efficiency, and it’s going to help you deepen your relationships.”  — Tricia Haskins With more than 20 years of experience in financial services, Tricia Haskins leads the […]

The post #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins appeared first on and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade appeared first on and was written by Craig Iskowitz.

“The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja, Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade, where she has worked since 2014 after spending ten […]

The post #WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz.

“I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business.” — Robb Baldwin Robb Baldwin is the founder […]

The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz.

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.