James Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes how technology can enable a personalized approach to prop

Alternative investments have traditionally been difficult to scale due to fragmented processes and limited infrastructure. In this episode, iCapital CEO Lawrence Calcano shares how their platform is t

In this special episode of the WealthTech Today podcast, host Craig Iskowitz sits down with Marcus Grimm, fractional CMO and B2B marketing veteran, to discuss the importance of structured decision-mak

Robinhoods $300M acquisition of TradePMR marks a strategic pivot into the RIA space that few saw coming. In this exclusive interview, TradePMR founder and CEO Robb Baldwin sits down with Craig Iskowi

In this March News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships tha

Bill Capuzzi, CEO of Apex FinTech Solutions, explains how his company is revolutionizing the investment technology landscape with real-time, cloud-native solutions that are democratizing access for re

Robert Sofia, founder and CEO of Snappy Kraken, breaks down how financial advisors can dramatically improve their marketing effectiveness in a digital-first world. While many wealth management firms s

Morningstars exit from the wealth platform business signals a shift in the industry, leaving advisors scrambling for alternatives. In this episode, Craig Iskowitz sits down with Joel Bruckenstein, pr

Data management in wealth management is undergoing a fundamental shift, with firms spending up to 40% of their data budget on management alone. Discover how Snowflake is transforming financial service

In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. Sheprovides unique i