Podcast Episodes

Ep. 232: March WealthTech News

The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz.

Come on in. Sit back and relax. You’re listening to epi…

2 years, 1 month ago

Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans

The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans appeared first on and was written by Craig …

2 years, 2 months ago

Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial

The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskow…

2 years, 2 months ago

Ep. 229: The Breakaway Blueprint, with Advyzon

The post Ep. 229: The Breakaway Blueprint, with Advyzon appeared first on and was written by Craig Iskowitz.

Come on in and sit back and relax. You’…

2 years, 2 months ago

Ep. 228: February WealthTech News

The post Ep. 228: February WealthTech News appeared first on and was written by Elana Iskowitz.

Come on in. Sit back and relax. You’re listening to …

2 years, 2 months ago

Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts

The post Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts appeared first on a…

2 years, 2 months ago

Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX

The post Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX appeared first on and was written by Craig Iskowitz.

Come on in and sit bac…

2 years, 3 months ago

Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac

The post Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac appeared first on and was written by Elana Iskowitz.

Come on in …

2 years, 3 months ago

Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls

The post Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls appeared first on and was written by Craig Iskowi…

2 years, 3 months ago

Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN

The post Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN appeared first on and was written by Craig Iskowitz.…

2 years, 3 months ago