WealthTech Today

The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz. “If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits.  We all created routines the past year or so while we’ve been stuck at home that we would love to break out of. But travel is coming back!  I’m seeing […] The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz.

The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz. “We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end pipes and plumbing, but I’ve observed that it is actually an area where there has been precious little innovation, and perhaps not as much investment in bringing forward the best […] The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz.

The post Ep. 93: Putting the Puzzle Pieces Together – April News Roundup appeared first on and was written by Craig Iskowitz. “The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management technology related news.  Four of them are acquisitions.  This is not a new trend as we see a constant boom and bust cycle in almost every industry.  A recurring theme […] The post Ep. 93: Putting the Puzzle Pieces Together – April News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack appeared first on and was written by Craig Iskowitz. “The fact that we’re new technology and we have very low tech debt, our tech debt is measured in weeks not months or years, decades, in some cases with older companies, we think that’s an added advantage. With RBC BLACK, they’ve certainly taken advantage of those functions, they white label and they’ve taken advantage of […] The post Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist appeared first on and was written by Craig Iskowitz. “The most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the combination of people who are frustrated with their current solutions, so it’s not like we had to go manufacturer demand, people are not super happy with what they have today, […] The post #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin appeared first on and was written by Craig Iskowitz. “I think that Merrill embraces that opportunity which has multiple entry points, Merrill Edge, Merrill One. They have something that they announced last year called the customer experience workstation. So in other words, they’re thinking about it from a more client centric point of view, which is what needs to happen instead of from the […] The post #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup appeared first on and was written by Elana Iskowitz. “The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the most mysterious properties of a system: Emergence. [read my exploration into that topic] The phrase is also used to explain the importance of Synergy and the foundations of Gestalt theory. […] The post #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup appeared first on and was written by Elana Iskowitz.

The post #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de appeared first on and was written by Craig Iskowitz. European geography has become almost irrelevant as FinTech markets have flattened out, enabling technology firms to more easily reach customers beyond national borders. Boosted by cloud software efficiency, specifically productivity tools, communication and open architecture, some aspects of FinTech in the US seem to be falling behind that of most of Europe, where regulation looks […] The post #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners appeared first on and was written by Craig Iskowitz. “I know this from my many years at Jefferson National, it was difficult to get the Orions and the BlackDiamonds of the world to build insurance functionality, because they didn’t have demand. Their advisors aren’t really using these products, so a data feed would be enough. But as there’s more demand, the technology becomes necessary […] The post #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick appeared first on and was written by Craig Iskowitz. “Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled engine inside Cetera. So we know that when we bring on this number of advisors and this number of assets, that we’re going to be able to help them run […] The post #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick appeared first on and was written by Craig Iskowitz.