Craig Iskowitz

WealthTech Today

Acompanhe Craig Iskowitz toda semana em conversas com especialistas em fintech, analisando as principais notícias e tendências em tecnologia de gestão de patrimônio.

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

• Jun 13, 2025

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

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