WealthTech Today
Craig IskowitzListen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
| Publishes | Weekly | Episodes | 300 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Tech NewsNews | |||
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Latest Episodes
The post Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners appeared first on and was written by Elana Iskowitz.
Growth in wealth management doesn’t come from chasing every trend—it com... more
The post Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset appeared first on and was written by Elana Iskowitz.
AI has moved from experimentation to expectation inside wealth management fir... more
The post Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group appeared first on and was written by Elana Iskowitz.
The RIA industry is in the middle of a structural shift: acce... more
The post Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera appeared first on and was written by Elana Iskowitz.
Understanding How Wealth Firms Get Platform Implementations... more
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Reviews
- Awesome Podcast!!!
Craig, host of the Wealth Management Today Podcast, highlights all wealth management technology and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listen!
Apple Podcasts5roweereyes
Philippines4 years ago - Wisdom from business pros
This is a helpful podcast for anyone who is interested in introducing themselves into the world of wealth management advisory, or wants to hone their skills and better understand this industry. I suggest you annotate, take notes, and create a guide from the expert guests. I’ve had great success reading Craig’s investment advice services blog and it has led me to his podcast as a way to help fill the gaps in my knowledge and give me more details about the most important issues related to wealth m... more
Apple Podcasts5TradesDeal
United States7 years ago - Great FinTech Podcast!
Probably one of the best wealth management podcasts out there. The interviews are well done and insightful, and Craig is an engaging and knowledgeable host. I’m very excited to hear more adventures from Planet WealthTech.
Apple Podcasts5Trinity Galadriel
United Kingdom7 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #118 | United States/News/Tech News |
Apple Podcasts | #96 |  Canada/News/Tech News |
Apple Podcasts | #250 |  Australia/News/Tech News |
Apple Podcasts | #61 |  Singapore/News/Tech News |
Apple Podcasts | #117 |  Hong Kong/News/Tech News |
Apple Podcasts | #155 |  United Arab Emirates/News/Tech News |
Talking Points
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Audience Metrics
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Frequently Asked Questions About WealthTech Today
What is WealthTech Today about and what kind of topics does it cover?
Throughout the episodes, a strong focus is placed on the intersection of technology and wealth management, with frequent discussions surrounding fintech innovations, integrations, and the evolving landscape of investment and advisory services. Topics such as estate planning, AI-assisted tools, and the rise of alternative investments are recurrent, highlighting the challenges and opportunities faced by firms in adapting to technological change. Noteworthy is the detailed exploration of recent acquisitions and strategic partnerships among major players in the industry, which positions the content not only for finance professionals but also for tech enthusiasts interested in the future of financial services. The conversational style, aided by ... more
Where can I find podcast stats for WealthTech Today?
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How many listeners does WealthTech Today get?
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What are the audience demographics for WealthTech Today?
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How many subscribers and views does WealthTech Today have?
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Which podcasts are similar to WealthTech Today?
These podcasts share a similar audience with WealthTech Today:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Masters in Business
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Invest Like the Best with Patrick O'Shaughnessy
5. The Compound and Friends
How many episodes of WealthTech Today are there?
WealthTech Today launched 7 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact WealthTech Today?
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Where can I see ratings and reviews for WealthTech Today?
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What guests have appeared on WealthTech Today?
Recent guests on WealthTech Today include:
1. Felix Rivera
2. Cullen Rogers
3. Matt Morris
4. Natalie Wolfsen
5. Dan Zitting
6. Susan McKenna
7. Rob Heyvaert
8. Katie Kahl
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.