Rejoignez Craig Iskowitz chaque semaine pour discuter avec des experts en fintech des dernières nouvelles et tendances qui influencent la gestion de patrimoine.
Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT
37 mins • Jan 24, 2025
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Épisodes récents
![](https://files.podcastos.com/shows/6pvhjg/jpeg256-b352099b.jpg)
Jan 24, 2025
Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT
37 mins
![](https://files.podcastos.com/shows/6pvhjg/jpeg256-b352099b.jpg)
Jan 16, 2025
Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist
![](https://files.podcastos.com/shows/6pvhjg/jpeg256-b352099b.jpg)
Jan 10, 2025
Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace
![](https://files.podcastos.com/shows/6pvhjg/jpeg256-b352099b.jpg)
Jan 3, 2025
Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth
![](https://files.podcastos.com/shows/6pvhjg/jpeg256-b352099b.jpg)
Dec 31, 2024
Ep. 269: December WealthTech News
![](https://files.podcastos.com/shows/6pvhjg/jpeg-d4267e94.jpg)
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