WealthTech Today

The post #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners appeared first on and was written by Craig Iskowitz.

“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […]

The post #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners appeared first on and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack appeared first on and was written by Craig Iskowitz.

“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]

The post #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash appeared first on and was written by Craig Iskowitz.

“As a woman in the industry I’ve been able to make a difference, but it hasn’t always been easy.” — Cheryl Nash Cheryl Nash is the President of Fiserv Investment Services, the leader in financial services technology solutions serving the Managed Accounts and Global Institutional markets. Fiserv Wealth Management Solutions enables them to increase revenue, […]

The post #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna appeared first on and was written by Craig Iskowitz.

“In a digital world, seven years is about the same as two generations.” –- Ian McKenna Ian McKenna founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy, the firm focuses on how personal finance organizations can communicate more effectively with their customers and […]

The post #ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern appeared first on and was written by Craig Iskowitz.

“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]

The post #ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern appeared first on and was written by Craig Iskowitz.