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.
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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 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces
WealthTech Today
3 months ago
Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces
AdvisorTech is booming — but is it moving in the right direction? In this episode, Craig Iskowitz talks with Michael Kitces about the latest Kitces Advisor Tech Study, the future of AI in wealth management, and why so many advisor-built software companies never scale. They also break down the ever-growing AdvisorTech Map and what the […]
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.
