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WealthTech Today

Craig Iskowitz

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About

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

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Recent episodes

  • The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.comNov 7, 2026
  • October 2026 WealthTech NewsOct 31, 2026 · 41 min
  • Jump’s CEO Shares How Advisors and AI Agents Divide Up the WorkOct 27, 2026
  • The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis WealthOct 14, 2026 · 34 min
  • Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound PlanningOct 5, 2026 · 34 min
  • When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand ShethSep 29, 2026 · 38 min
  • AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value GroupSep 17, 2026 · 29 min
  • Inside Salesforce’s New Agentic Advisor Suite with Drew SeeligSep 8, 2026 · 32 min
  • Will the Real AI Agents Please Stand Up?Sep 3, 2026 · 31 min
  • Ep. 360: August WealthTech NewsAug 27, 2026 · 1 hr 5 min

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