Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
All content for WealthTech Today is the property of Craig Iskowitz and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow
WealthTech Today
3 months ago
Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow
Cerity Partners isn’t just acquiring firms — it’s building one. In this episode, we sit down with Stefan Ludlow, Chief Technology Officer of Cerity Partners, for a deep dive into the infrastructure, strategy, and operational discipline behind one of the fastest-growing RIAs in the country. They unpack what it really takes to scale with intention: […]
WealthTech Today
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
