Acompanhe Craig Iskowitz toda semana em conversas com especialistas em fintech, analisando as principais notícias e tendências em tecnologia de gestão de patrimônio.
Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day
• Jun 13, 2025
Charts
- 160Decreased by 61
- 121Decreased by 9
- 156Decreased by 15
- 161Decreased by 31
- 198Increased by 0
Episódios recentes

Jun 13, 2025
Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day

Jun 5, 2025
Ep. 291: June WealthTech News

May 16, 2025
Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz

May 8, 2025
Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth

May 2, 2025
Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic

Idioma
Inglês
País
Estados Unidos
Website
Feed
Solicitar uma atualização
As atualizações podem levar alguns minutos.