#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1
Craig Iskowitz October 22, 2020
Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of
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Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something
“What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this
“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you
“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate
“We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it wouldn’t
“The technology trend that we’re seeing is clients want fewer systems and fewer vendors. What we saw in the ’90s and the early 2000s was
“As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to
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