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WealthTech Today

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

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All Episodes

#ItzOnWealthTech Ep. 60: Technology is the Front Door...

WealthTech Today ·

2020/07/30

The post #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson appeared first on and was written by Elana Iskowitz. “My point of view is that technology is the business. Technology is the front door for advisors to work with the custodian. In Schwab’s case Schwab Advisor Center is really the front door for our advisors to work with Schwab, and when I think about charging fees for technology, I think, well, technology has to […] The post

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#ItzOnWealthTech Ep. 59: Ahead of the Curve in...

WealthTech Today ·

2020/07/24

The post #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on and was written by Elana Iskowitz. “I feel like I’ve been ahead of the curve my entire career. And I don’t necessarily mean that in a positive way, because we were out there selling web-based portfolio management before people really had a solid grasp on what the internet was. Like I mentioned, a lot of our challenges were describing what we […] The post #ItzOnWealthTech Ep. 59:

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40:43

#ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool...

WealthTech Today ·

2020/07/16

The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz. “Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically. It’s no longer a zero sum game. All advisors need some digital, they […] The post #ItzOnWealthTech Ep. 58: Wealth Management

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45:34

#WinnersofWealthTech Ep. 57: Leda Csanka, former CTO...

WealthTech Today ·

2020/07/10

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 Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later went on to serve as CTO of Cetera Financial Group. Leda now runs her a consulting firm called Strategic Technology Consulting as well as her own executive coaching business, and […] The post

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#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax...

WealthTech Today ·

2020/07/03

The post #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman appeared first on and was written by Craig Iskowitz. “The trends that we’re seeing right now is that the younger generation wants things to be a lot more personalized. They really don’t want to be educated. They don’t want to know how a Monte Carlo works and what’s a capital market assumption. They just want an answer. Like, do I have enough money? Am […] The post #ItzOnWealthTech Ep. 56: Unlocking the

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35:16

#ItzOnWealthTech Ep. 55: Why Investors Are Getting...

WealthTech Today ·

2020/06/25

The post #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones appeared first on and was written by Elana Iskowitz. “The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who’ve already opted into working with a human advisor, even though they’re getting screwed. And so for us, this is an enormous readily available market if we can open up […] The post #ItzOnWealthTech Ep. 55: Why

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38:56

#ItzOnWealthTech Ep. 54: Now is the Time for the API...

WealthTech Today ·

2020/06/19

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 old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where there’s a volatile market, you need to be able to move quickly. So I think advisors need to control the user experience and the client experience much more than […] The post #ItzOnWealthTech Ep. 54: Now is the Time

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39:20

#ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help...

WealthTech Today ·

2020/06/15

The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz. “The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from the huge run-up in stocks like Apple, Google and Amazon. The advancement of UMA technology, combined with the transfer of wealth and increased volatility that we’ve seen over […] The post #ItzOnWealthTech Ep. 53: Can

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37:13

#ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer...

WealthTech Today ·

2020/06/04

The post #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja appeared first on and was written by Craig Iskowitz. “The next wave of investors into digital assets, whether they’re retail clients or the RIAs, also have somewhat of a different mental model. They may or may not care about the ideology or subscribe to the ideology of the Bitcoin white paper, but they are looking at this as an investment from a very pragmatic […] The post #ItzOnWealthTech Ep. 52: Bitcoin

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#ItzOnWealthTech Ep. 51: The Future of Enterprise...

WealthTech Today ·

2020/06/01

The post #ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar appeared first on and was written by Craig Iskowitz. What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry? You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […] The post

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#ItzOnWealthTech Ep. 50: Why Advisors Should Love...

WealthTech Today ·

2020/05/23

The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on and was written by Craig Iskowitz. “Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way.” — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […] The

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