WealthTech Today

The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on and was written by Craig Iskowitz. “Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of the […] The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on and was written by Craig Iskowitz. “The regulators aren’t asking that you have the best performance or be the smartest firm in the world, they’re asking you to self-actualize and be the best you can be from a compliance standpoint.” — Jeff Cowley, Chief Technology Officer, InvestEdge Jeff is a wealth management technology executive at InvestEdge, with 20 years of experience […] The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses appeared first on and was written by Craig Iskowitz. “Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP can add some value.” — Dermot O’Mahony, Global Head of Software at Morningstar Dermot is a SaaS-focused product executive with a track record for identifying high potential market opportunities within […] The post #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses appeared first on and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj appeared first on and was written by Craig Iskowitz. “There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is with David Lyon, CEO of Oranj, a Chicago-based provider of digital technology solutions for financial advisors. Here are a few of my interviews with previous winners: Brian McLaughlin, CEO of Redtail […] The post #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News appeared first on and was written by Craig Iskowitz. “Seamless integration – what does that mean? It’s like saying jumbo shrimp. It’s an oxymoron because there aren’t any truly seamless integrations.” — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations, and workflow building. As […] The post #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on and was written by Craig Iskowitz. “Digital adoption is a one-way street in all markets. People don’t install Uber, try it, then delete it and say, ‘I’m going to go back to hailing cabs.’ That doesn’t happen.” — Randy Bullard Randy Bullard leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of […] The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services appeared first on and was written by Craig Iskowitz. “Rebalancing isn’t just an automated process to achieve target allocations, it enables customization of client portfolios at scale.” — Ryan Donovan Ryan Donovan joined Orion Advisor Services in 2014 with the goal of empowering advisors in the northeast and furthering Orion’s regional presence. Prior to joining Orion, Ryan had been a Vice President with Citigroup […] The post #ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners appeared first on and was written by Craig Iskowitz. “We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […] The post #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners appeared first on and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack appeared first on and was written by Craig Iskowitz. “You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […] The post #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash appeared first on and was written by Craig Iskowitz. “As a woman in the industry I’ve been able to make a difference, but it hasn’t always been easy.” — Cheryl Nash Cheryl Nash is the President of Fiserv Investment Services, the leader in financial services technology solutions serving the Managed Accounts and Global Institutional markets. Fiserv Wealth Management Solutions enables them to increase revenue, […] The post #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash appeared first on and was written by Craig Iskowitz.