Podcast Episodes
Back to Search#ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu
The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.
“Wealth…
5 years, 10 months ago
#WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera
The post #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera appeared first on and was written by Elana Iskowitz.
This month’s Winners of…
5 years, 10 months ago
#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman
The post #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman appeared first on and was written by Craig Iskowitz.
“…
5 years, 10 months ago
#ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones
The post #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones appeared first on and was written by Elana Isko…
5 years, 10 months ago
#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross
The post #ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross appeared first on and was written by Elana Iskowitz.
“In the o…
5 years, 11 months ago
#ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?
The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz.
“The upcoming trans…
5 years, 11 months ago
#ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja
The post #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja appeared first on and was written by Craig Iskowitz.
“The n…
5 years, 11 months ago
#ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar
The post #ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar appeared first on and was written by Craig Iskowitz.
What do you get w…
5 years, 11 months ago
#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna
The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on and was written by Craig Iskowitz.
“Regulat…
5 years, 11 months ago
#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal
The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on and was written by Craig Iskowitz.
“After just an …
6 years ago