Craig Iskowitz

3 weeks ago | wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz

While most people hit the beach for sunshine and relaxation, the wealth management industry gathered oceanside for something entirely different: a glimpse into our technological future. At Future Proof CityWide Miami, titans of fintech planted their umbrella stands not in sand, but in revolutionary ideas that are reshaping how advisors work and investors think.

4 weeks ago | wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz

Podcast: Play in new window | Download | EmbedSubscribe: RSSIn this special episode of the WealthTech Today podcast, host Craig Iskowitz sits down with Marcus Grimm, fractional CMO and B2B marketing veteran, to discuss the importance of structured decision-making when RIAs select wealth management consultants. The conversation explores why firms often make the wrong technology choices despite good intentions, and how proper buyer’s guides can transform this process.

1 month ago | wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz

Integration has become the dividing line between wealth management platforms that merely function and those that truly perform. Nowhere is this more evident than in cash management, where Flourish Cash has established itself as the category leader. The latest WealthTech Integration Score (WTIS) rankings tell a compelling story: Flourish Cash now boasts an 8.25 rating, leaving competitors like MaxMyInterest (4.56), Keep (4.09), and SkyView (1.16) struggling to keep pace.

1 month ago | wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz

Podcast: Play in new window | Download | EmbedSubscribe: RSSRobinhood’s $300M acquisition of TradePMR marks a strategic pivot into the RIA space that few saw coming. In this exclusive interview, TradePMR founder and CEO Robb Baldwin sits down with Craig Iskowitz just one day after closing the deal to share the inside story of how this unexpected partnership came together.

1 month ago | wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz

The debate has just been settled: AI in wealth management has crossed from PowerPoint promises to portfolio profits. At the 2025 T3 conference, software vendors and advisory firms weren’t discussing theoretical use cases—they were comparing notes on which AI tools are delivering the best real world results. While financial advisors have heard about AI’s potential for years, this year’s T3 showcased practical applications that are transforming real advisory practices today.