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. 312: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout
WealthTech Today
5 days ago
Ep. 312: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout
AI continues to dominate the wealth management conversation—but the story isn’t just about innovation anymore. It’s about control. From Fidelity’s escalating battle with Pontera to CRM vendors embedding native AI assistants, October’s headlines revealed a clear shift: the industry is moving from experimentation to execution, and the firms that don’t build governance, data discipline, and […]
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.
