WealthTech Today

The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz. “Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner in a journey that will inspire you, support you, push you.  There’s so much capital being poured into our space right now. The check […] The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz. “Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […] The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz. “We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being there for advisors and helping them where they are in their practices. And we’re agnostic of platform, affiliation level. We’re really trying to help support advice and be the leader […] The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai appeared first on and was written by Craig Iskowitz. “We are taking on AI-based innovation with a deep sense of social responsibility, but also combining a for-profit and a nonprofit at the same time. We recognize that what we do disrupts traditional jobs, or it has the potential to. Every AI company is, in a way, dabbling in disruption of the workforce. ” — […] The post #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by Craig Iskowitz. Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of 2020 episode a little early, just in case.  We had an incredible lineup of guests and it was difficult for the #ItzOnWealthtech team to decide who made the cut.  We […] The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management appeared first on and was written by Craig Iskowitz. It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […] The post #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood appeared first on and was written by Craig Iskowitz. “What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this data on user profiles and company profiles that cuts out the first ten conversations between any two parties because most of the questions they were going to ask are already […] The post #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout appeared first on and was written by Craig Iskowitz. “We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […] The post #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant appeared first on and was written by Craig Iskowitz. “If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate digital assistant for an advisor so they can be much more efficient when they do their job. But going back to the conversation, we know who you are, we know […] The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon appeared first on and was written by Craig Iskowitz. “We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it wouldn’t become a one-trick pony. It wasn’t just putting a bunch of strategist models on a shelf to make it easy for advisors to adopt into their practice. That’s a component, […] The post #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon appeared first on and was written by Craig Iskowitz.