Podcast Episodes
Back to Search#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management
The post #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management appeared first on and was written by Craig Iskowitz.…
5 years, 7 months ago
#ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood
The post #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood appeared first on and was written by Craig Iskowitz.
“Wha…
5 years, 7 months ago
#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout
The post #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout appeared first on and was written by Craig Iskowitz.
“We’re at the …
5 years, 7 months ago
#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant
The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant appeared first on and was written by Craig Iskowitz.
“If y…
5 years, 8 months ago
#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon
The post #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon appeared first on and was written by Craig Iskowitz…
5 years, 8 months ago
#ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg
The post #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg appeared first on and was written by Craig Isko…
5 years, 8 months ago
#ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE
The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz.
“As s…
5 years, 9 months ago
#ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0?
The post #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? appeared first on and was written by Craig Iskowitz.
“I was al…
5 years, 9 months ago
#ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson
The post #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson appeared first on and was …
5 years, 9 months ago
#ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar
The post #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on and was written by Elana Iskow…
5 years, 9 months ago