-
1 week ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSIn this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur.
-
2 weeks ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSFinancial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore the AI productivity tools that are helping them reclaim hours from their day. From email automation to smart scheduling, these busy CEOs reveal practical tools that any financial professional can implement immediately.
-
3 weeks ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
EXECUTIVE SUMMARYWhen Morningstar announced it was sunsetting its Office platform, it caught many RIAs off guard—especially those who had stuck with the system despite its outdated interface and lagging innovation. Now, firms are being forced to confront one of the most painful (and often delayed) projects in the wealth management business: migrating to a new portfolio management system.
-
4 weeks 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.
-
1 month 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.
-
1 month 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.
-
1 month 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?
-
1 month 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.
-
1 month 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.
-
1 month 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.
