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WealthTech Today WealthTech Today Craig Iskowitz KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air We Need To Talk NOW We Need To Talk NOW CBS Sports IHIP News IHIP News Jennifer Welch & Angie Sullivan The Retirement Money Matters Radio Show The Retirement Money Matters Radio Show Brian Hayes Sit Down with Michael Franzese Sit Down with Michael Franzese Michael Franzese The Scott Jennings Podcast The Scott Jennings Podcast Salem Podcast Network Rádio UFRJ | Informação & Conhecimento Rádio UFRJ | Informação & Conhecimento Rádio UFRJ New Politics: Australian Politics, News, Analysis & Commentary New Politics: Australian Politics, News, Analysis & Commentary New Politics Good News for Lefties | Daily News for Democracy Good News for Lefties | Daily News for Democracy Two Squared Media Productions, LLC Kansas City Chiefs News Today | 2 Min News | The Daily News Now! Kansas City Chiefs News Today | 2 Min News | The Daily News Now! The Daily News Now! Investor's Edge with Gary Kaltbaum Investor's Edge with Gary Kaltbaum Gary Kaltbaum Vandaag Inside Oranje Vandaag Inside Oranje Vandaag Inside Oranje WNBA News Today | 2 Min News | The Daily News Now! WNBA News Today | 2 Min News | The Daily News Now! The Daily News Now! WSJ What’s News WSJ What’s News The Wall Street Journal Brian Entin Investigates Brian Entin Investigates Brian Entin & Studio71 برامج قناة فرانس24 برامج قناة فرانس24 فرانس 24 / FRANCE 24 The Tom Sullivan Show The Tom Sullivan Show Tom Sullivan Spokane News Today | 2 Min | The Daily News Now! Spokane News Today | 2 Min | The Daily News Now! The Daily News Now! La Linterna La Linterna COPE Brew Markets Brew Markets Morning Brew Unholy: Two Jews on the News Unholy: Two Jews on the News Unholy Media PHNX Sun Devils Podcast PHNX Sun Devils Podcast ALLCITY Network, PHNX Sports Real America’s Voice Real America’s Voice iHeartPodcasts From the Desk of Anthony Pompliano From the Desk of Anthony Pompliano Anthony Pompliano A Guerra Traduzida A Guerra Traduzida Observador Portland News Today | 2 Min News | The Daily News Now! Portland News Today | 2 Min News | The Daily News Now! The Daily News Now! AM AM ABC Australia The Damage Report with John Iadarola The Damage Report with John Iadarola TYT Network Closing Bell Closing Bell CNBC All Steelers Talk All Steelers Talk All Steelers Talk Flippin' Bats with Ben Verlander Flippin' Bats with Ben Verlander FOX Sports Stock Market Today With IBD Stock Market Today With IBD Investor's Business Daily Pro Tennis News Today | 2 Min News | The Daily News Now! Pro Tennis News Today | 2 Min News | The Daily News Now! The Daily News Now! While We Still Can While We Still Can Tina Langland and Lisa Rollison Fantasy Football Daily Fantasy Football Daily Fantasy Football, Fantasy Points, NFL, Theo Gremminger The Parnas Perspective The Parnas Perspective Aaron Parnas
WealthTech Today

Noticias

WealthTech Today

Craig Iskowitz

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

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

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...

Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion

February 25, 2026 10:05am 34 min

The post Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion appeared first on and was written by Craig Iskowitz. What does “AI-native” actually mean — and why does it matter for y...

Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel

February 19, 2026 7:15am 32 min

The post Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel appeared first on and was written by Elana Iskowitz. In this episode of WealthTech ...

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