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PODCAST

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

37:22

#ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn...

WealthTech Today ·

2020/03/03

The post #ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience appeared first on and was written by Craig Iskowitz. “What we’re trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to be able to create a unicorn experience. Paint the picture, if you […] The post #ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn

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37:35

#ItzOnWealthTech Ep. 40: Highlight Reel #1 from the...

WealthTech Today ·

2020/02/27

The post #ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz. “There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much sand is in our hourglass, we don’t know how much is left, but what we know is everything is paid in time.” — Burt White, Managing Director of LPL Financial […] The post #ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference

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46:20

#ItzOnWealthTech Ep. 39: WealthTech Platforms of the...

WealthTech Today ·

2020/02/20

The post #ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt appeared first on and was written by Craig Iskowitz. “Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier life of new tech. They have it easier just to scale, and also because of the socioeconomic drivers, because of the huge market and because of the high growth rate […] The post #ItzOnWealthTech Ep. 39: WealthTech

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40:16

#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t...

WealthTech Today ·

2020/02/13

The post #ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo appeared first on and was written by Craig Iskowitz. “We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don’t choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still […] The post #ItzOnWealthTech Ep. 38: 3

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28:16

#ItzOnWealthTech Ep 37: Improved Views of Industry...

WealthTech Today ·

2020/02/06

The post #ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan appeared first on and was written by Craig Iskowitz. “We’ve developed methodologies that provide our clients with views on industry data that don’t currently exist.” — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience. She began her career with Cerulli Associates, then went on to launch her own firm, Dover Financial Research. She patterned with […] The

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32:30

#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is...

WealthTech Today ·

2020/01/30

The post #ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson appeared first on and was written by Craig Iskowitz. “Fee transparency should be every firm’s goal. Make sure that anybody working with you knows how their fees have been calculated and knows what they’re being charged for. Provide a good client statement that has all of the right data on it. That’s just good business.” — Seth Johnson, CEO, Redi2 Technologies Seth Johnson has […] The post

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45:47

#ItzOnWealthTech Ep 35: Putting the Human Advisor...

WealthTech Today ·

2020/01/29

The post #ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center appeared first on and was written by Craig Iskowitz. “The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the industry learning about because the tech was so bad. But now that the tech is getting so good, the hard part is putting it all […] The post #ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center appeared first on

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36:23

#ItzOnWealthTech Ep. 34: Best of 2019 from the...

WealthTech Today ·

2019/12/21

The post #ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast appeared first on and was written by Craig Iskowitz. I can’t believe it’s been a year since I launched this podcast, but in the spirit and tradition of annual best-of’s, we’ve made a best-of the podcast from 2019. My staff and I poured over the audio and pulled some of the best clips from the year and compiled them here for your listening pleasure. […] The post #ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast

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37:25

#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving...

WealthTech Today ·

2019/12/12

The post #ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs appeared first on and was written by Craig Iskowitz. [TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it’s too late. I think Schwab recognized that they weren’t able to […] The post

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47:57

#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3...

WealthTech Today ·

2019/11/22

The post #ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference appeared first on and was written by Craig Iskowitz. “I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […] The post #ItzOnWealthTech Ep. 32:

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57:09

#ItzOnWealthTech Ep 31: Surely You Can’t Call It...

WealthTech Today ·

2019/11/11

The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on and was written by Craig Iskowitz. “There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians’ commission system for the benefit of their clients because that’s how you look good as a fee-only advisor.” — Michael Kitces, Publisher, Nerd’s Eye View Michael Kitces began his career […] The

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47:36

#ItzOnWealthTech Ep 30: How Acorns Dominates Social...

WealthTech Today ·

2019/11/05

The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on and was written by Craig Iskowitz. “In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth firms even makes the top 10.” — Josh Book, CEO, Parameter Insights Josh Book is the Founder and CEO of Parameter Insights, a data, research, and advisory services firm focused on delivering

en-US

31:23

#ItzOnWealthTech Ep 29: Corralling Workflow...

WealthTech Today ·

2019/10/24

The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on and was written by Craig Iskowitz. “We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition process.” — Ray Mulligan, IFS Ray Mulligan brings more than 25 years of experience in consulting and financial services to IFS. As the company’s MD, Product Strategy, Ray manages product […] The post

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#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and...

WealthTech Today ·

2019/10/11

The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on and was written by Craig Iskowitz. “One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […] The post #WinnersOfWealthTech Ep 28: Aaron

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#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller...

WealthTech Today ·

2019/10/07

The post #ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data appeared first on and was written by Craig Iskowitz. “No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” — Robert Kirk, InterGen Data, Inc. Robert Kirk is a financial services industry executive with over 28 years of experience in wealth management, clearance and settlement, and brokerage. Throughout his career, he

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#ItzOnWealthTech Ep 26: Reanimating Lifeless Brands...

WealthTech Today ·

2019/09/30

The post #ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group appeared first on and was written by Craig Iskowitz. “Today’s messaging is more about strengthening relationships between advisors and their clients and less about financial expertise or market returns that were value props in the past.” — April Rudin, The Rudin Group Founder and President of The Rudin Group, April Rudin is widely acknowledged as a top marketing strategist for the financial-services and

en-US

50:06

#ItzOnWealthTech Ep 25: How Software is Eating...

WealthTech Today ·

2019/09/19

The post #ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz. “Banking, as it is today, is moving sideways from manufacturing to being just a feature.” — Lex Sokolin, ConsenSys Lex Sokolin is a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that

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1:16:09

#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of...

WealthTech Today ·

2019/09/02

The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on and was written by Craig Iskowitz. “Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […] The post #WinnersOfWealthTech Ep 24: Rich Cancro,

en-US

34:24

#ItzOnWealthTech Bonus Episode: A Maniacal Focus on...

WealthTech Today ·

2019/08/27

The post #ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial appeared first on and was written by Craig Iskowitz. “We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is not convenient, why have it in there?” — Rob Pettman, LPL Financial “If we can get advisors really happy faster, why wouldn’t we just reorganize things to do that?” — […] The post #ItzOnWealthTech Bonus

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53:12

#ItzOnWealthTech Ep 23: How to Turn Competitors into...

WealthTech Today ·

2019/08/23

The post #ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend appeared first on and was written by Craig Iskowitz. “The days of reading a user manual are gone. There isn’t even time to watch a YouTube video. You have to find alternative ways to get people to use your technology.” — Christina Townsend, BNY Mellon | Pershing Christina Townsend is Head of Platform Strategy at BNY Mellon | Pershing Advisor Solutions. Her team works […] The post

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