WealthTech Today

The post #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg appeared first on and was written by Craig Iskowitz. “The technology trend that we’re seeing is clients want fewer systems and fewer vendors. What we saw in the ’90s and the early 2000s was a shift to “best of breed” and firms were plagued with having to integrate and support many relationships and individual technologies and make sure they worked together.” –Yaela Shamberg, Co-Founder […] The post #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz. “As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to average.” –Toussaint Bailey, CEO, Enso Wealth How can financial advisors break out of the race to an average technology stack and avoid creating a bland client experience? Is it possible […] The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? appeared first on and was written by Craig Iskowitz. “I was always challenged to grow an analytics business that was confronted with the demise of active managers as their customer base. So in casting about looking for growth opportunities, I routinely came upon the US wealth segment as something that was undergoing significant demographic and technological change. And as we all know, changes in […] The post #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? appeared first on and was written by Craig Iskowitz.

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 #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.

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: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on and was written by Elana Iskowitz.

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 Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.

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 #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera appeared first on and was written by Elana Iskowitz.

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 Secrets of Tax Optimization with Mark Hoffman appeared first on and was written by Craig Iskowitz.

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 Investors Are Getting Screwed by AUM Pricing with Anders Jones appeared first on and was written by Elana Iskowitz.

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 for the API Economy with Brian Ross appeared first on and was written by Elana Iskowitz.