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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

47:16

#ItzOnWealthTech Ep 22: The Third Wave of Digital...

WealthTech Today ·

2019/08/15

The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz. “Digital wealth has to be one leg of the digital strategy a bank might have. So it’s going to be payments, it’s going to be mobiles, it’s going to be banking, and it’s going to be wealth management. They have to be coordinated together, because it has to be driven according to the expectations and […] The post #ItzOnWealthTech Ep 22: The

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1:02:50

#ItzOnWealthTech Ep 21: Zen and the Art of Artificial...

WealthTech Today ·

2019/08/02

The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on and was written by Craig Iskowitz. “It has nothing to do with how smart you are, what school you went to, or how many PhDs you have in your innovation lab. If your team can’t emotionally deal with the prospect of failing and having to wear egg on your face for five minutes, it’s going to be difficult.” — Davyde Wachell, […] The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence

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#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder...

WealthTech Today ·

2019/07/26

The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz. “Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very nervous.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […] The post #WinnersOfWealthTech Ep 20: Steve

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43:46

#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My...

WealthTech Today ·

2019/07/11

The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on and was written by Craig Iskowitz. “It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services digitally.” — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility for their overall business strategy and management. In his over

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48:08

#ItzOnWealthTech Ep 18: A New Breed of Custodian is...

WealthTech Today ·

2019/07/01

The post #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market appeared first on and was written by Craig Iskowitz. “Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, E*Trade Advisor Services James Capps joined E*TRADE Advisor Services (formerly Trust Company of America) in November 2014 and serves as VP of Technology, responsible for the technical vision, development, and operation of the firm’s network architecture and

en-US

47:13

#ItzOnWealthTech Ep 17: How Advisors Can Find Their...

WealthTech Today ·

2019/06/20

The post #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins appeared first on and was written by Craig Iskowitz. “I am a true believer that using technology and using it well is going to help you grow your business, it’s going to help you create scale and efficiency, and it’s going to help you deepen your relationships.” — Tricia Haskins With more than 20 years of experience in financial services, Tricia Haskins leads the […] The post #ItzOnWealthTech Ep 17:

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1:06:50

#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of...

WealthTech Today ·

2019/06/17

The post #WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade appeared first on and was written by Craig Iskowitz. “The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja, Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade, where she has worked since 2014 after spending ten

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47:20

#ItzOnWealthTech Ep 15: How to Choose an RIA...

WealthTech Today ·

2019/06/06

The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz. “I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business.” — Robb Baldwin Robb Baldwin is the founder […] The post #ItzOnWealthTech Ep 15:

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46:33

#ItzOnWealthTech Ep 14: Cleaning Up Clients’...

WealthTech Today ·

2019/05/30

The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on and was written by Craig Iskowitz. “Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of the […] The post #ItzOnWealthTech Ep 14: Cleaning Up

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44:58

#ItzOnWealthTech Ep 13: Achieving Compliance...

WealthTech Today ·

2019/05/23

The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on and was written by Craig Iskowitz. “The regulators aren’t asking that you have the best performance or be the smartest firm in the world, they’re asking you to self-actualize and be the best you can be from a compliance standpoint.” — Jeff Cowley, Chief Technology Officer, InvestEdge Jeff is a wealth management technology executive at InvestEdge, with 20 years of experience […] The post

en-US

37:34

#ItzOnWealthTech Ep 12: How Morningstar Quietly Built...

WealthTech Today ·

2019/05/16

The post #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses appeared first on and was written by Craig Iskowitz. “Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP can add some value.” — Dermot O’Mahony, Global Head of Software at Morningstar Dermot is a SaaS-focused product executive with a track record for identifying high potential market opportunities

en-US

1:10:44

#WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj

WealthTech Today ·

2019/05/09

The post #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj appeared first on and was written by Craig Iskowitz. “There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is with David Lyon, CEO of Oranj, a Chicago-based provider of digital technology solutions for financial advisors. Here are a few of my interviews with previous winners: Brian McLaughlin, CEO of Redtail […] The post #WinnersOfWealthTech

en-US

53:30

#ItzOnWealthTech Ep 10: The Consultant’s Roundtable...

WealthTech Today ·

2019/05/02

The post #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News appeared first on and was written by Craig Iskowitz. “Seamless integration – what does that mean? It’s like saying jumbo shrimp. It’s an oxymoron because there aren’t any truly seamless integrations.” — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations, and workflow building. As

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55:26

#ItzOnWealthTech Ep 9: Digital Advice Trends with...

WealthTech Today ·

2019/04/25

The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on and was written by Craig Iskowitz. “Digital adoption is a one-way street in all markets. People don’t install Uber, try it, then delete it and say, ‘I’m going to go back to hailing cabs.’ That doesn’t happen.” — Randy Bullard Randy Bullard leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of […] The post #ItzOnWealthTech Ep 9: Digital

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1:08:23

#ItzOnWealthTech Ep 8: Trends in Portfolio...

WealthTech Today ·

2019/04/16

The post #ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services appeared first on and was written by Craig Iskowitz. “Rebalancing isn’t just an automated process to achieve target allocations, it enables customization of client portfolios at scale.” — Ryan Donovan Ryan Donovan joined Orion Advisor Services in 2014 with the goal of empowering advisors in the northeast and furthering Orion’s regional presence. Prior to joining Orion, Ryan had been a Vice President with

en-US

1:08:38

#ItzOnWealthTech Ep 7: Best Practices in...

WealthTech Today ·

2019/04/09

The post #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners appeared first on and was written by Craig Iskowitz. “We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received

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1:22:32

#WinnersOfWealthTech Ep 6: John Michel, CEO of...

WealthTech Today ·

2019/04/02

The post #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack appeared first on and was written by Craig Iskowitz. “You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […] The post

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36:43

#ItzOnWealthTech Ep 5: Taking Risks as a Woman in...

WealthTech Today ·

2019/03/27

The post #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash appeared first on and was written by Craig Iskowitz. “As a woman in the industry I’ve been able to make a difference, but it hasn’t always been easy.” — Cheryl Nash Cheryl Nash is the President of Fiserv Investment Services, the leader in financial services technology solutions serving the Managed Accounts and Global Institutional markets. Fiserv Wealth Management Solutions enables them to increase revenue,

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1:17:02

#ItzOnWealthTech Ep 4: Revolutionary Wealthtech with...

WealthTech Today ·

2019/03/21

The post #ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna appeared first on and was written by Craig Iskowitz. “In a digital world, seven years is about the same as two generations.” –- Ian McKenna Ian McKenna founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy, the firm focuses on how personal finance organizations can communicate more effectively with their customers and […] The post

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57:01

#ItzOnWealthTech Ep 3: Why Advisors Should Embrace...

WealthTech Today ·

2019/03/12

The post #ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern appeared first on and was written by Craig Iskowitz. “We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […] The post

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