WealthTech Today

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Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

Episodes

October WealthTech News

Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work

The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth

Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning

When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth

AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group

Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig

Ep. 361: Will the Real AI Agents Please Stand Up?

Ep. 360: August WealthTech News

Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest

Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla

Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access

Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly

Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group

Ep. 354: Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence

Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi

Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial

Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen

Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group

Ep. 349: July WealthTech News