“I think that there’s an assumption that the acquiring platform that you then have to adapt everyone to, that that’s not always going to lead
“If you think about platform consolidation, maybe you think about platform consolidation in terms of the abstraction layer. So you can still keep the trust
Come on in, sit back, relax and enjoy episode 124 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of
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“We talk about avoiding adverse outcomes from regulatory scrutiny, and that’s important and that does cost money. But the other side of things is we
“We’ve got a platform that we built along with Bambu and Apex Clearing that’s called Tango that has full robo-advice capability. The difference between a
“It’s a very competitive world out there right now and alternative investments are stepping in and filling the gap in client portfolios. Advisors are disappointed
Come on in, sit back, relax and enjoy episode 119 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of
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