Winners of WealthTech: Catherine Flax
Craig Iskowitz April 2, 2018
This month’s Winners of Wealthtech interview is with Catherine Flax, CEO of AI-powered robo-advisor Pefin. Catherine was named the Most Influential Woman in European
Winners of Wealthtech
Wealth Management Today is published by Ezra Group, a management consulting firm. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis. Check back every week for new content and sign up here to get the latest in your inbox.
Winners of WealthTech: Lori Hardwick
Craig Iskowitz January 13, 2018
This is the fifth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves
Winners of WealthTech: Cheryl Nash
Craig Iskowitz December 2, 2017
This is the fourth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves
Winners of WealthTech: Stuart DePina
Craig Iskowitz October 2, 2017
This is the third article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves
Winners of WealthTech: Aaron Klein
Craig Iskowitz July 9, 2017
This is the second post in our series called, “Winners of WealthTech.” I conduct interviews with influential leaders in the wealth management technology space who
Winners of WealthTech: Bill Crager
Craig Iskowitz June 6, 2017
This is the first post in a new series I’m launching here on Wealth Management Today called, “Winners of WealthTech.” It is more of a
