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WealthTech Today WealthTech Today Craig Iskowitz O Antagonista O Antagonista O Antagonista Serial Killer Documentary Show Serial Killer Documentary Show Sizzle Portal Deviante Portal Deviante Portal Deviante Arquivos Destaque - Deviante Arquivos Destaque - Deviante Portal Deviante Political | America Out Loud News Political | America Out Loud News Political | America Out Loud News Article | America Out Loud News Article | America Out Loud News Article | America Out Loud News Podcast | America Out Loud News Podcast | America Out Loud News Podcast | America Out Loud News Top Stories | America Out Loud News Top Stories | America Out Loud News Top Stories | America Out Loud News Courts | America Out Loud News Courts | America Out Loud News Courts | America Out Loud News Locked On Braves - Daily Podcast On The Atlanta Braves Locked On Braves - Daily Podcast On The Atlanta Braves Locked On Podcast Network, Grant McAuley, Jake Mastroianni DJ & PK DJ & PK KSL Podcasts Lifelong Learning With A. A. Khatana Lifelong Learning With A. A. Khatana A.A. Khatana الدويتو الدويتو حذيفة وجيزاوي The Pragmatic Engineer The Pragmatic Engineer Gergely Orosz Fantasy Hockey Life Fantasy Hockey Life Jesse Severe VSM: Mp3 audio files VSM: Mp3 audio files Virtual Sheet Music NARCISISTAS NARCISISTAS BARBARA LOGAM A hora milagrosa A hora milagrosa Maria Janete Santos Gil Digging In The Dirt with Kevin Gallagher Digging In The Dirt with Kevin Gallagher Kevin Gallagher Central Synagogue Podcast Central Synagogue Podcast Central Synagogue The Sons Of Liberty The Sons Of Liberty The Sons of Liberty Fighting On Film - The War Movie Podcast! Fighting On Film - The War Movie Podcast! Fighting on Film RotoWire Prospect Podcast RotoWire Prospect Podcast RotoWire.com Omaha News Today | 2 Min News | The Daily News Now! Omaha News Today | 2 Min News | The Daily News Now! The Daily News Now! CODE NRL CODE NRL Code Sports Dentistry Uncensored with Howard Farran Dentistry Uncensored with Howard Farran Howard Farran: Dentist | Dental CE Speaker | Founder & CEO of Dentaltown.co Adelaide News Today | 2 Min News | The Daily News Now! Adelaide News Today | 2 Min News | The Daily News Now! The Daily News Now! New York City News Today | 2 Min News | The Daily News Now! New York City News Today | 2 Min News | The Daily News Now! The Daily News Now! The Media Show The Media Show BBC Radio 4 Local Bitcoiners Local Bitcoiners Reed & Rev Hodl Salty Cracker Salty Cracker Salty Cracker Bloomberg Talks Bloomberg Talks Bloomberg Omelie e Catechesi Omelie e Catechesi Don Pierpaolo Maria Cilla La Liga de la Liga La Liga de la Liga REVISTA LA LIGA Sports Gambling Podcast Network Sports Gambling Podcast Network Sports Gambling Podcast Network Top 10 Gardener the Ultimate Garden Blueprint with Ken & Lisa Top 10 Gardener the Ultimate Garden Blueprint with Ken & Lisa Ken Lain
WealthTech Today

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WealthTech Today

Craig Iskowitz

Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group

July 07, 2026 8:46am

The post Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Jennifer Maruca, founde...

Ep. 349: July WealthTech News

July 02, 2026 12:39pm 57 min

The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz. This week on WealthTech Today, I run through the month’s biggest wealthtech headlines — and there’s no shortage of them. AI age...

Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault

June 25, 2026 2:23pm

The post Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode featu...

Ep. 347: June News

June 18, 2026 5:42am 47 min

The post Ep. 347: June News appeared first on and was written by Elana Iskowitz. I’m joined this month by Jeremi Karnell, newly appointed Chief Product Officer at VastAdvisor, for the June edition of the WealthTech Toda...

Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep

June 11, 2026 7:28am 33 min

The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Caleb Eplett, Chief Product Officer of YCharts, and Rus...

Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed

June 05, 2026 2:14pm 30 min

The post Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Derek Notma...

Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine

May 29, 2026 10:29am 33 min

The post Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Rich ...

Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team

May 22, 2026 10:22am

The post Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Gokul Ramanathan, G...

Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group

May 20, 2026 11:23am 31 min

The post Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group appeared first on and was written by Elana Iskowitz. Six Things Worth Writing Down The AI N...

Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor

May 15, 2026 11:17am

The post Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor appeared first on and was written by Elana Iskowitz. Meet Our Guests This ep...

Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI

May 08, 2026 12:05pm 33 min

The post Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Babu Sivadasan, CEO...

Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar

May 01, 2026 11:57am

The post Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features ...

Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens

April 23, 2026 1:48pm 55 min

The post Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features ...

Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors

April 17, 2026 10:40am

The post Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors appeared first on and was written by Elana Iskowitz. WealthTech news in April 2026 is dominated by ...

Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish

April 11, 2026 9:28am

The post Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features a deep dive into the evolution of...

Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office

April 03, 2026 2:14pm

The post Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features an in-dep...

Ep. 334: March WealthTech News

March 26, 2026 3:59pm 52 min

The post Ep. 334: March WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the March 2026 edition of the WealthTech Today news roundup. From massive Series B funding rounds to the “Great Bif...

Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud

March 19, 2026 10:51am

The post Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode featu...

Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify

March 12, 2026 10:31am 32 min

The post Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify appeared first on and was written by Elana Iskowitz. Meet the Team This episode features a deep dive into...

Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management

March 05, 2026 12:23pm

The post Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management appeared first on and was written by Elana Iskowitz. Meet the Team This episode features a rare “full house” collaboratio...

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