Listen 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 |
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Number of Listeners | Categories | NewsTech News |
The post Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans appeared first on and was written by Elana Iskowitz.
Two-thirds of Americans don’t have an estate... more
The post Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion appeared first on and was written by Elana Iskowitz.
Orion has quietly crossed a staggering milestone: more than $5 trillion ... more
The post Ep. 308: September WealthTech News appeared first on and was written by Elana Iskowitz.
The wealthtech industry is in the middle of a reset. Custodians are forging new partnerships, legacy players are investing billions into their platfor... more
The post Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen appeared first on and was written by Elana Iskowitz.
When Nitrogen Wealth rebranded from Riskalyze, many advisors were left wondering... more
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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!
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
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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A weekly exploration of wealth management technology that features in-depth conversations with industry leaders, offering insights into recent news, trends, and advancements in fintech. The discussions typically cover innovations in artificial intelligence, automation, and infrastructure that are shaping the landscape of financial advisory practices. With expert guests from various sectors, listeners gain practical knowledge on navigating the contemporary financial technology environment, enhancing their understanding of both challenges and opportunities in wealth management.
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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.
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Recent guests on WealthTech Today include:
1. Matt Morris
2. Natalie Wolfsen
3. Dan Zitting
4. Susan McKenna
5. Rob Heyvaert
6. Katie Kahl
7. Mark Gilbert
8. Era Jain
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