Craig Iskowitz

WealthTech Today

Join host Craig Iskowitz weekly as he chats with fintech experts, breaking down the latest news and trends shaping technology in wealth management.

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

• Jan 10, 2025

Recent Episodes

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

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Ep. 269: December WealthTech News

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

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

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