Craig Iskowitz

WealthTech Today

Rejoignez Craig Iskowitz chaque semaine pour discuter avec des experts en fintech des dernières nouvelles et tendances qui influencent la gestion de patrimoine.

Listen on Apple Podcasts

Épisodes récents

Dec 10, 2024

Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group

Nov 27, 2024

Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify

Nov 19, 2024

Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy

Nov 12, 2024

Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration

Nov 4, 2024

Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth

Langue
Anglais
Pays
Liban