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1 week ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSArnulf Hsu, founder and CEO of GReminders, talks about how their AI-powered meeting management platform is transforming workflows for financial advisors with host Craig Iskowitz. GReminders has seen remarkable growth, expanding to serve over 2,000 advisors and 450 RIAs by focusing on the entire meeting lifecycle rather than just individual components like scheduling or note-taking.
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2 weeks ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSRafael Loureiro, CEO and co-founder of Wealth.com shares how a frustrating personal experience with estate planning led him to create a company that secured $30 million in Series A funding from Google Ventures.
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2 weeks ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSJames Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes how technology can enable a personalized approach to proposals which builds stronger client relationships. CapIntel is approaching 20,000 advisors globally with strong business growth metrics.
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3 weeks ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSAlternative investments have traditionally been difficult to scale due to fragmented processes and limited infrastructure. In this episode, iCapital CEO Lawrence Calcano shares how their platform is tackling these challenges head-on—using automation technology to connect the entire alternative investment ecosystem. The result?
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3 weeks ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
The intersection of AI and human expertise in wealth management isn’t a battle—it’s a partnership. While the media loves to speculate about AI replacing financial advisors, the reality is far more nuanced. At the Future Proof Citywide 2025 Conference in Miami Beach, industry leaders gathered for a panel titled, The Future of Advice: Blending Human Expertise with Digital Innovation.
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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.
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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.
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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.
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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.
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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.
