Castuner
Podcast hinzufügen

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.

Website des Podcasts

In deiner App anhören

Folgen

300 Folgen

  1. Ep. 368: October 2026 WealthTech News 41:13
  2. Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work
  3. The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth 33:33
  4. Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning 33:52
  5. When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth 37:32
  6. AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group 29:08
  7. Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig 31:39
  8. Will the Real AI Agents Please Stand Up? 31:05
  9. Ep. 360: August WealthTech News 1:04:55
  10. Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest 31:12
  11. Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla 34:14
  12. Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access 36:09
  13. Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly 40:30
  14. Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group 30:35
  15. Ep. 354: Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence 37:05
  16. Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi 35:55
  17. Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial 35:34
  18. Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen
  19. Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group 29:25
  20. Ep. 349: July WealthTech News 57:42
  21. 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
  22. Ep. 347: June News 47:48
  23. Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep 33:53
  24. Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed 30:53
  25. Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine 33:13
  26. Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
  27. Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group 31:25
  28. Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor
  29. Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI 33:06
  30. Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar
  31. Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens 55:23
  32. Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors
  33. Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish
  34. Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office
  35. Ep. 334: March WealthTech News 52:39
  36. Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud
  37. Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify 32:46
  38. Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
  39. Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion 34:47
  40. Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel 32:19
  41. Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning 33:38
  42. Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies 30:43
  43. Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet
  44. Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies 34:38
  45. Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily
  46. Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology
  47. Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners
  48. Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset
  49. Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group
  50. Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera 32:05