WealthTech Today

The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz. “The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from the huge run-up in stocks like Apple, Google and Amazon. The advancement of UMA technology, combined with the transfer of wealth and increased volatility that we’ve seen over […] The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja appeared first on and was written by Craig Iskowitz. “The next wave of investors into digital assets, whether they’re retail clients or the RIAs, also have somewhat of a different mental model. They may or may not care about the ideology or subscribe to the ideology of the Bitcoin white paper, but they are looking at this as an investment from a very pragmatic […] The post #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar appeared first on and was written by Craig Iskowitz. What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry?  You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […] The post #ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on and was written by Craig Iskowitz. “Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way.” — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […] The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on and was written by Craig Iskowitz. “After just an hour, two thirds of our short-term memory is gone, it’s amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you’re going to see better results.” “The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […] The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison appeared first on and was written by Craig Iskowitz. “The fiduciary model is winning and we want to ensure that we’re serving advisory firms across that continuum. From our clearing business, we absolutely have an option for emerging RIAs and emerging advisors in that space.” –Ben Harrison, Business Development and Relationship Management at BNY Mellon | Pershing When Ben Harrison started at Pershing Advisor […] The post #ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati appeared first on and was written by Craig Iskowitz. “Advisors are in the business to communicating and helping people grow and retain their assets through whatever lifestyle changes they may have. So communicating honestly and authentically is always a key.” –Maree Moscati, CEO, CopyTalk Holder of FINRA Series 24, 7 & 63 licenses, Maree spent 30 years exceeding her goals as a leader in […] The post #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on and was written by Craig Iskowitz. “The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years, these firms have been able to digitally connect with their constituents.” –Bill Capuzzi, CEO, […] The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on and was written by Craig Iskowitz. “I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There’s some cost to all of this technology and it’s fair to say in this economy, can I skimp on […] The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter appeared first on and was written by Craig Iskowitz. “If you’re focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless of what social media platform you’re on. It’s always valuable to pay attention to people.” — Jay Palter, Chief Engagement Officer of Jay Palter Social Advisory Ten years ago, Jay […] The post #ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter appeared first on and was written by Craig Iskowitz.