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WealthTech Today

Craig Iskowitz

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

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Episodios

300 episodios

  1. The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.com
  2. October 2026 WealthTech News 41:13
  3. Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work
  4. The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth 33:33
  5. Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning 33:52
  6. When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth 37:32
  7. AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group 29:08
  8. Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig 31:39
  9. Will the Real AI Agents Please Stand Up? 31:05
  10. Ep. 360: August WealthTech News 1:04:55
  11. Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest 31:12
  12. Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla 34:14
  13. Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access 36:09
  14. Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly 40:30
  15. Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group 30:35
  16. Ep. 354: Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence 37:05
  17. Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi 35:55
  18. Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial 35:34
  19. Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen
  20. Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group 29:25
  21. Ep. 349: July WealthTech News 57:42
  22. Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault 28:57
  23. Ep. 347: June News 47:48
  24. Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep 33:53
  25. Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed 30:53
  26. Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine 33:13
  27. Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
  28. Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group 31:25
  29. Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor
  30. Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI 33:06
  31. Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar
  32. Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens 55:23
  33. Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors
  34. Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish
  35. Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office
  36. Ep. 334: March WealthTech News 52:39
  37. Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud
  38. Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify 32:46
  39. Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
  40. Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion 34:47
  41. Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel 32:19
  42. Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning 33:38
  43. Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies 30:43
  44. Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet
  45. Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies 34:38
  46. Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily
  47. Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology
  48. Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners
  49. Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset
  50. Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group