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

Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace

• Jan 10, 2025

Épisodes récents

Jan 10, 2025

Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace

Jan 3, 2025

Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth

Dec 31, 2024

Ep. 269: December WealthTech News

Dec 17, 2024

Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak

Dec 10, 2024

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

Langue
Anglais
Pays
Liban