WealthTech Today

The post #ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs appeared first on and was written by Craig Iskowitz. [TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it’s too late. I think Schwab recognized that they weren’t able to […] The post #ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference appeared first on and was written by Craig Iskowitz. “I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […] The post #ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on and was written by Craig Iskowitz. “There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians’ commission system for the benefit of their clients because that’s how you look good as a fee-only advisor.” — Michael Kitces, Publisher, Nerd’s Eye View Michael Kitces began his career […] The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on and was written by Craig Iskowitz. “In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth firms even makes the top 10.” — Josh Book, CEO, Parameter Insights Josh Book is the Founder and CEO of Parameter Insights, a data, research, and advisory services firm focused on delivering […] The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on and was written by Craig Iskowitz. “We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition process.” — Ray Mulligan, IFS Ray Mulligan brings more than 25 years of experience in consulting and financial services to IFS. As the company’s MD, Product Strategy, Ray manages product […] The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on and was written by Craig Iskowitz. “One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […] The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data appeared first on and was written by Craig Iskowitz. “No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” — Robert Kirk, InterGen Data, Inc. Robert Kirk is a financial services industry executive with over 28 years of experience in wealth management, clearance and settlement, and brokerage. Throughout his career, he has […] The post #ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group appeared first on and was written by Craig Iskowitz. “Today’s messaging is more about strengthening relationships between advisors and their clients and less about financial expertise or market returns that were value props in the past.” — April Rudin, The Rudin Group Founder and President of The Rudin Group, April Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management […] The post #ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz. “Banking, as it is today, is moving sideways from manufacturing to being just a feature.” — Lex Sokolin, ConsenSys Lex Sokolin is a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a […] The post #ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on and was written by Craig Iskowitz. “Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […] The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on and was written by Craig Iskowitz.