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Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
In this episode of the WealthTech Today podcast, we break down the most important wealth-management technology news shaping the industry. From major acquisitions in private-market infrastructure to breakthrough planning-software integrations, these updates highlight how rapidly the ecosystem is evolving. Whether you’re an RIA, broker-dealer, or vendor, these shifts have direct implications for client experience, operations, […]
WealthTech Today
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.