WealthTech Today: Recent Episodes
Craig Iskowitz
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
The post Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial appeared first on and was written by Elana Iskowitz.
How Summit Financial Built a Scalable Tech and Advisor Platform with Stan Gregor Few RIAs have attempted what Summit Financial has accomplished over the past five years: scaling a multi-entity business model, integrating more than 30 third-party technologies, supporting multiple custodians, and building a technology lab that evaluates and tests every new tool before advisors […]
The post Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial appeared first on and was written by Elana Iskowitz.
The post Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors appeared first on and was written by Elana Iskowitz.
Inside the AI Revolution: Cullen Rogers on Building the AI30 and the Future of ETFs Artificial intelligence is reshaping investment flows faster than any other theme in modern markets, and ETF issuers are racing to keep up. But what does it actually look like to build an investable AI strategy backed by deep research instead […]
The post Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors appeared first on and was written by Elana Iskowitz.
The post Ep. 315: November Wealthtech News appeared first on and was written by Elana Iskowitz.
In this episode of the WealthTech Today podcast, we break down the most important wealth-management technology news shaping the industry. From major acquisitions in private-market infrastructure to breakthrough planning-software integrations, these updates highlight how rapidly the ecosystem is evolving. Whether you’re an RIA, broker-dealer, or vendor, these shifts have direct implications for client experience, operations, […]
The post Ep. 315: November Wealthtech News appeared first on and was written by Elana Iskowitz.
The post Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.
Artificial intelligence is changing how financial advice is delivered — but not in the way early predictions suggested. Instead of replacing human advisors, AI is reshaping where advisors add value, pushing planning conversations toward interpretation, prioritization, and shared decision-making. In this episode, we sat down with Adam Holt, CEO and founder of Asset-Map, to discuss […]
The post Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.
The post Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout appeared first on and was written by Elana Iskowitz.
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 […]
The post Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout appeared first on and was written by Elana Iskowitz.
The post Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions appeared first on and was written by Elana Iskowitz.
Christian Mitchell, President of Cetera Solutions, joins Craig Iskowitz on the WealthTech Today podcast to discuss how one of the country’s largest wealth hubs is reshaping advisor growth with technology. The conversation ranges from the firm’s AI-powered Intelligence Engine and GrowthLine program to the broader challenge of driving adoption across 12,000 advisors. What emerges is […]
The post Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions appeared first on and was written by Elana Iskowitz.
The post Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans appeared first on and was written by Elana Iskowitz.
Two-thirds of Americans don’t have an estate plan. Even among those who do, many documents are dangerously outdated. Estate planning technology for advisors is finally changing that. In this episode, Craig Iskowitz speaks with Matt Morris, founder of EncorEstate Plans, about how tech can help advisors close this gap, keep documents living, and deliver more value […]
The post Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans appeared first on and was written by Elana Iskowitz.
The post Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion appeared first on and was written by Elana Iskowitz.
Orion has quietly crossed a staggering milestone: more than $5 trillion in assets under administration. In this conversation, CEO Natalie Wolfsen explains what that number means in practice, how Orion thinks about technology and advisor growth, and why the company is leaning into AI as a first-principles strategy rather than a marketing overlay. The discussion […]
The post Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion appeared first on and was written by Elana Iskowitz.
The post Ep. 308: September WealthTech News appeared first on and was written by Elana Iskowitz.
The wealthtech industry is in the middle of a reset. Custodians are forging new partnerships, legacy players are investing billions into their platforms, and AI is quickly moving from buzzword to embedded functionality. In this episode of WealthTech Today, we break down the most important developments—from Altruist’s deal with Ritholtz Wealth Management to Envestnet’s billion-dollar […]
The post Ep. 308: September WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen appeared first on and was written by Elana Iskowitz.
When Nitrogen Wealth rebranded from Riskalyze, many advisors were left wondering: what exactly does “sales enablement” mean in wealth management? In this episode of WealthTech Today, we sit down with Dan Zitting, CEO of Nitrogen Wealth, to explore how the company is pushing beyond risk tolerance into personalization, proposal generation, and advisor growth. Zitting also […]
The post Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen appeared first on and was written by Elana Iskowitz.
The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was written by Elana Iskowitz.
When a financial planning software becomes so successful that it’s used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who made you successful? Susan McKenna, CEO of eMoney, sits down to discuss how the market-leading planning platform is navigating this delicate balance while […]
The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was written by Elana Iskowitz.
The post Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners appeared first on and was written by Elana Iskowitz.
Wealth management is undergoing a massive transformation, and few people have had a front-row seat quite like Rob Heyvaert. As founder and managing partner of Motive Partners, Rob has spent decades re-engineering the “plumbing” of financial services while also backing some of the most successful wealthtech firms in the world. In this conversation, Rob lays […]
The post Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners appeared first on and was written by Elana Iskowitz.
The post Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline appeared first on and was written by Elana Iskowitz.
AI isn’t just a buzzword in wealth management—it’s reshaping insurance and annuities. In this episode of WealthTech Today, Craig Iskowitz speaks with Katie Kahl, Chief Product Officer at iPipeline, about how AI is moving beyond simple automation to deliver faster underwriting, smarter lead matching, and more personalized customer experiences. Katie shares how iPipeline leverages its […]
The post Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline appeared first on and was written by Elana Iskowitz.
The post Ep. 303: August News appeared first on and was written by Elana Iskowitz.
The wealth management technology landscape is moving fast — from alternative investments and TAMP funding to unified platforms and AI-driven outreach. In this month’s news roundup, we dig into the biggest stories shaping the advisor tech ecosystem and what they mean for firms trying to scale efficiently. We cover new partnerships, funding announcements, and platform […]
The post Ep. 303: August News appeared first on and was written by Elana Iskowitz.
The post Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks appeared first on and was written by Elana Iskowitz.
AI isn’t just taking notes anymore—it’s running the advisor desktop. In this episode, Craig Iskowitz speaks with Mark Gilbert, CEO and co-founder of Zocks, about how AI assistants are moving beyond transcription to automate workflows, coach advisors, and integrate deeply into the wealth management ecosystem. Key Takeaways From note-taker to operating system – Why the […]
The post Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks appeared first on and was written by Elana Iskowitz.
The post Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai appeared first on and was written by Elana Iskowitz.
In this episode, Craig sits down with Era Jain to explore how Zeplyn is redefining AI-driven meeting support for financial advisors. From boosting CRM data quality to enabling “agentic” AI workflows, Jain breaks down where the industry is headed — and why the human-in-the-loop approach remains essential. This conversation digs into the real-world operational challenges […]
The post Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai appeared first on and was written by Elana Iskowitz.
The post Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces appeared first on and was written by Elana Iskowitz.
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 […]
The post Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces appeared first on and was written by Elana Iskowitz.
The post Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
Estate planning may be one of the most overlooked areas of wealth management—but that’s changing fast, thanks to technology. In this episode of WealthTech Today, Craig talks with Steve Lockshin, founder of RIA AdvicePeriod and co-founder of Vanilla, about how AI is transforming estate planning, why most advisors are still reactive instead of proactive, and […]
The post Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
The post Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr appeared first on and was written by Elana Iskowitz.
The advisor-client matchmaking process is broken. Most firms still rely on cold outreach, mass lead-gen tactics, and outdated “Find an Advisor” tools that rarely convert. In this episode, Derek Notman, founder and CEO of Couplr, joins the show to explore how his platform is reimagining the experience with psychology-driven matching and how AI is reshaping […]
The post Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr appeared first on and was written by Elana Iskowitz.
The post Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves appeared first on and was written by Elana Iskowitz.
July was a blockbuster month in WealthTech, with major deals and innovations reshaping advisor technology. From Sixth Street’s $200 million investment in Wealthbox to AdvisorEngine’s new partnerships and a surge of AI integrations from Otter.ai, Zocks, and others, the industry is moving fast. Here’s what RIAs and wealth managers need to know—and why AI strategy […]
The post Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves appeared first on and was written by Elana Iskowitz.
The post Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow appeared first on and was written by Elana Iskowitz.
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: […]
The post Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow appeared first on and was written by Elana Iskowitz.
The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood appeared first on and was written by Elana Iskowitz.
Eight months after Bain Capital’s acquisition of Envestnet, the wealth management technology giant is emerging with a clearer vision of how artificial intelligence will reshape the advisor experience. In this episode, Blake Wood, Envestnet’s Head of Platform Strategy, reveals how the company is moving beyond the typical “AI washing” to deliver tools that actually save […]
The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood appeared first on and was written by Elana Iskowitz.
The post Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera appeared first on and was written by Elana Iskowitz.
In an industry where technology adoption can make or break an advisory practice, Cetera’s head of digital solutions reveals how the firm is navigating the rapidly evolving landscape of wealth tech. From AI-powered note-taking to data aggregation challenges, this conversation unpacks the strategic decisions that affect over 12,000 financial professionals managing more than $500 billion […]
The post Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera appeared first on and was written by Elana Iskowitz.
The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […]
The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was written by Elana Iskowitz.
AI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisors—without breaking workflows or compliance guardrails? In this episode with Kristie Edling-Day, CIO for Advisor Technology at LPL Financial, we discuss the real-world challenges and opportunities of scaling […]
The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was written by Elana Iskowitz.
The post Ep. 291: June WealthTech News appeared first on and was written by Elana Iskowitz.
In this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: LPL Acquires Commonwealth: The Last Domino Falls Schwab Invests in Wealth.com to Elevate Estate Planning Josh Brown […]
The post Ep. 291: June WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.
What happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platform—from proposal generation to advisor copilots to operational automation. If you’re a tech-savvy executive wondering how AI can deliver measurable ROI without crossing […]
The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.
The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.
In 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. His insights on the […]
The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.
The post Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic appeared first on and was written by Elana Iskowitz.
Financial 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 […]
The post Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic appeared first on and was written by Elana Iskowitz.
The post Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders appeared first on and was written by Elana Iskowitz.
Arnulf 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. […]
The post Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders appeared first on and was written by Elana Iskowitz.
The post Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com appeared first on and was written by Elana Iskowitz.
Rafael 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. Their discussion reveals how outdated processes in AI-powered estate planning technology for financial advisors created an opportunity for technology-driven innovation in an […]
The post Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com appeared first on and was written by Elana Iskowitz.
The post Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel appeared first on and was written by Elana Iskowitz.
James 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. Key Takeaways Trust is more important than performance for client […]
The post Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel appeared first on and was written by Elana Iskowitz.
The post Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital appeared first on and was written by Elana Iskowitz.
Alternative 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? A more streamlined, scalable solution for wealth management firms seeking to integrate alts […]
The post Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital appeared first on and was written by Elana Iskowitz.
The post Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs appeared first on and was written by Elana Iskowitz.
In 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 […]
The post Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs appeared first on and was written by Elana Iskowitz.
The post Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin appeared first on and was written by Elana Iskowitz.
Robinhood’s $300M acquisition of TradePMR marks a strategic pivot into the RIA space that few saw coming. In this exclusive interview, TradePMR founder and CEO Robb Baldwin sits down with Craig Iskowitz just one day after closing the deal to share the inside story of how this unexpected partnership came together. Baldwin reveals the three […]
The post Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin appeared first on and was written by Elana Iskowitz.
The post Ep. 281: March WealthTech News appeared first on and was written by Elana Iskowitz.
In this March News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: Morningstar Office is Shutting Down CircleBlack to Acquire AssetBook Betterment acquires robo-advisor business from Ellevest Docupace acquires […]
The post Ep. 281: March WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech appeared first on and was written by Elana Iskowitz.
Bill Capuzzi, CEO of Apex FinTech Solutions, explains how his company is revolutionizing the investment technology landscape with real-time, cloud-native solutions that are democratizing access for retail investors. While traditional custodians remain mired in batch processing and fragmented workflows, Apex is building a comprehensive ecosystem that processed half a billion trades in 2024 – exceeding […]
The post Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech appeared first on and was written by Elana Iskowitz.
The post Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken appeared first on and was written by Elana Iskowitz.
Robert Sofia, founder and CEO of Snappy Kraken, breaks down how financial advisors can dramatically improve their marketing effectiveness in a digital-first world. While many wealth management firms struggle with outdated approaches or cobbled-together tech stacks, Sofia outlines a unified framework that’s helping Snappy Kraken’s clients grow at seven times the industry average. Sofia also […]
The post Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken appeared first on and was written by Elana Iskowitz.
The post Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences appeared first on and was written by Elana Iskowitz.
Morningstar’s exit from the wealth platform business signals a shift in the industry, leaving advisors scrambling for alternatives. In this episode, Craig Iskowitz sits down with Joel Bruckenstein, president of Technology Tools for Today, to discuss the implications of Morningstar Office’s shutdown and what advisors can expect at the upcoming T3 conference in Dallas. With […]
The post Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences appeared first on and was written by Elana Iskowitz.
The post Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion appeared first on and was written by Elana Iskowitz.
Data management in wealth management is undergoing a fundamental shift, with firms spending up to 40% of their data budget on management alone. Discover how Snowflake is transforming financial services data management through cloud-agnostic solutions and AI implementation. Join VP Adam Palmer for insights on the future of financial data infrastructure and why the future […]
The post Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion appeared first on and was written by Elana Iskowitz.
The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.
In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. She provides unique insights into how this shift is affecting both established players and emerging companies in the space. Key Takeaways Broker-dealers are launching independent RIA platforms with separate technology stacks Technology selection between […]
The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.
The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and was written by Elana Iskowitz.
InvestCloud CEO Jeff Yabuki discusses the company’s ambitious plans to revolutionize alternative investments through their new Private Markets Account (PMA) network. After taking the helm during a period of transition, Yabuki shares his vision for industrializing innovation and scaling implementation processes at one of wealth management’s largest technology providers. Key Takeaways The development of the […]
The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and was written by Elana Iskowitz.
The post Ep. 274: January News Roundup appeared first on and was written by Elana Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 274 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. This is our January news roundup, chock full of […]
The post Ep. 274: January News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT appeared first on and was written by Craig Iskowitz.
In this episode of WealthTech Today, host Craig Iskowitz sits down with Bob Santella, CEO of BetaNXT, to discuss the company’s innovative approach to data modernization and their vision for the future of connected wealth. Episode Highlights Bob Santella brings over three decades of experience in financial and capital markets to his role as the […]
The post Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT appeared first on and was written by Craig Iskowitz.
The post Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 272 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was none other […]
The post Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist appeared first on and was written by Elana Iskowitz.
The post Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 271 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was CEO of […]
The post Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace appeared first on and was written by Elana Iskowitz.
The post Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 270 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Chris Ball, CEO and […]
The post Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth appeared first on and was written by Elana Iskowitz.
The post Ep. 269: December WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 269 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features news and updates around Wealth Management Technology, and this is our December news update. We missed last month’s news – the month went by […]
The post Ep. 269: December WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 268 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Joe Mrak, CEO of […]
The post Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak appeared first on and was written by Elana Iskowitz.
The post Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 267 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Frank Smith, CEO of […]
The post Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group appeared first on and was written by Elana Iskowitz.
The post Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 266 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Ashley M Fox CEO […]
The post Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify appeared first on and was written by Elana Iskowitz.
The post Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 265 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was the one and only […]
The post Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy appeared first on and was written by Elana Iskowitz.
The post Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 264 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guests for this episode were Kevin Adams and Ryan […]
The post Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration appeared first on and was written by Elana Iskowitz.
The post Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 263 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest today is Terri Kallsen, from Rise Growth. Terri […]
The post Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth appeared first on and was written by Elana Iskowitz.
The post Ep. 262: October WealthTech News appeared first on and was written by Elana Iskowitz.
Welcome to Episode 262 of the WealthTech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news, and analysis on the trends and best practices around Wealth Management Technology. Today’s episode is our October news roundup, and we’re simply overflowing with WealthTech stories, so let’s jump right in. […]
The post Ep. 262: October WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 261 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Chip Roame, founder of […]
The post Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon appeared first on and was written by Elana Iskowitz.
The post Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 260 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Adam Holt, founder and […]
The post Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.
The post Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 259 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Olivia Eisinger, Head […]
The post Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech appeared first on and was written by Elana Iskowitz.
The post Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 258 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Suzy Daly, product area […]
The post Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity appeared first on and was written by Elana Iskowitz.
The post Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 257 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Iraklis Kourtidis, founder and […]
The post Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors appeared first on and was written by Elana Iskowitz.
The post Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 256 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest on this episode is Dr. Dan Rosen, CEO […]
The post Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t appeared first on and was written by Elana Iskowitz.
The post Ep. 255: September WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 255 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our August news roundup I’m pretty excited to jump in. This is […]
The post Ep. 255: September WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 254 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Matt Middleton, founder and […]
The post Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton appeared first on and was written by Elana Iskowitz.
The post Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 253 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was none other than […]
The post Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz.
The post Ep. 252: August WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 252 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our August news roundup I’m pretty excited to jump in. We’ve got […]
The post Ep. 252: August WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 251 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Jim Tousignant, […]
The post Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios appeared first on and was written by Elana Iskowitz.
The post Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 250 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest today was Devon Drew, founder and […]
The post Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink appeared first on and was written by Elana Iskowitz.
The post Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 249 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Mike Sha, CEO […]
The post Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig appeared first on and was written by Elana Iskowitz.
The post Ep. 248: July WealthTech News appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 248 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our July news roundup, We’ve got a lot of stories to cover, […]
The post Ep. 248: July WealthTech News appeared first on and was written by Craig Iskowitz.
The post Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 247 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was David McNatt, head […]
The post Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt appeared first on and was written by Craig Iskowitz.
The post Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 246 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Franklin Tsung from […]
The post Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown appeared first on and was written by Craig Iskowitz.
The post Ep. 245: June WealthTech News appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 245 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our June news roundup, We’ve got a lot of stories to cover, […]
The post Ep. 245: June WealthTech News appeared first on and was written by Craig Iskowitz.
The post Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 244 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Shannon Larson, SVP […]
The post Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic appeared first on and was written by Craig Iskowitz.
The post Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 243 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our series called the […]
The post Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi appeared first on and was written by Craig Iskowitz.
The post Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 242 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. We have a great episode in store for you, I […]
The post Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto appeared first on and was written by Craig Iskowitz.
The post Ep. 241: May Wealthtech News appeared first on and was written by Craig Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 241 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our May news roundup, we have a bunch of interesting stories for […]
The post Ep. 241: May Wealthtech News appeared first on and was written by Craig Iskowitz.
The post Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 240 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our series on RIA tech […]
The post Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners appeared first on and was written by Craig Iskowitz.
The post Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 239 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our Breakaway Blueprint series, where […]
The post Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.
The post Ep. 238: Breakaway Blueprint with Morningstar Office appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 238 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our series on breakaway […]
The post Ep. 238: Breakaway Blueprint with Morningstar Office appeared first on and was written by Craig Iskowitz.
The post Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 237 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Kevin Darlington, General […]
The post Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions appeared first on and was written by Craig Iskowitz.
The post Ep. 236: April WealthTech News appeared first on and was written by Craig Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 236 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our April news roundup, we’ve got a lot to cover here. We’re […]
The post Ep. 236: April WealthTech News appeared first on and was written by Craig Iskowitz.
The post Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 235 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Stephen Daffron, […]
The post Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials appeared first on and was written by Craig Iskowitz.
The post Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 234 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest on this episode was Pershing’s Chief […]
The post Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire appeared first on and was written by Craig Iskowitz.
The post Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 233 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Ryan Eisenman, […]
The post Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman appeared first on and was written by Craig Iskowitz.
The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 232 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our March news roundup, where I read the news give you my […]
The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 231 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Mark Evans, […]
The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans appeared first on and was written by Craig Iskowitz.
The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 230 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Greg Gates, […]
The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz.
The post Ep. 229: The Breakaway Blueprint, with Advyzon appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 229 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our Breakaway advisors series […]
The post Ep. 229: The Breakaway Blueprint, with Advyzon appeared first on and was written by Craig Iskowitz.
The post Ep. 228: February Wealthtech News appeared first on and was written by Elana Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 228 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. You are going to love this episode. It’s our February news, and we’ve got […]
The post Ep. 228: February Wealthtech News appeared first on and was written by Elana Iskowitz.
The post Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 227 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Molly Weiss from […]
The post Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts appeared first on and was written by Craig Iskowitz.
The post Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 226 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Aaron Wormus, […]
The post Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX appeared first on and was written by Craig Iskowitz.
The post Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 225 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our breakaway advisor […]
The post Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac appeared first on and was written by Elana Iskowitz.
The post Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 224 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Colin Falls, founder […]
The post Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls appeared first on and was written by Craig Iskowitz.
The post Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 223 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. We love talking about wealth management technology here, and […]
The post Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN appeared first on and was written by Craig Iskowitz.
The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 222 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Bill Capuzzi, […]
The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz.
The post Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 221 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our series for […]
The post Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond appeared first on and was written by Craig Iskowitz.
The post Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 220 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Matt Radgowski, CEO […]
The post Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing appeared first on and was written by Elana Iskowitz.
The post Ep. 219: The WealthTech Today Podcast Best of 2023 appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 219 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This is the Best of 2023! We went […]
The post Ep. 219: The WealthTech Today Podcast Best of 2023 appeared first on and was written by Elana Iskowitz.
The post Ep. 218: January News Roundup appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 218 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. This is our January news update, I always […]
The post Ep. 218: January News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 217 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. I’m excited to talk about our two guests for […]
The post Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT appeared first on and was written by Elana Iskowitz.
The post Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 216 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Bobby Powell, VP […]
The post Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline appeared first on and was written by Craig Iskowitz.
The post Ep. 215: The Chicken and the Egg Problem with Alts by Eric Satz, Alto IRA appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 215 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Eric Satz, founder […]
The post Ep. 215: The Chicken and the Egg Problem with Alts by Eric Satz, Alto IRA appeared first on and was written by Elana Iskowitz.
The post Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 213 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Sachin Shah, COO […]
The post Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP appeared first on and was written by Craig Iskowitz.
The post Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 213 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Rob Rickey, Chief […]
The post Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine appeared first on and was written by Elana Iskowitz.
The post Ep. 212: Navigating Private Markets with Marcus New, InvestX appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 212 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Marcus New, the […]
The post Ep. 212: Navigating Private Markets with Marcus New, InvestX appeared first on and was written by Craig Iskowitz.
The post Ep. 211: November WealthTech News appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 211 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. Welcome to our November News Review. I’ve got […]
The post Ep. 211: November WealthTech News appeared first on and was written by Craig Iskowitz.
The post Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 210 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is the man, the […]
The post Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth appeared first on and was written by Craig Iskowitz.
The post Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 209 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Rick Kent, founder […]
The post Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors appeared first on and was written by Craig Iskowitz.
The post Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 208 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Richard Thoeny, Head […]
The post Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP appeared first on and was written by Craig Iskowitz.
The post Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 207 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode I’m excited to announce […]
The post Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder appeared first on and was written by Craig Iskowitz.
The post Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 206 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is James Bogart, CEO […]
The post Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth appeared first on and was written by Craig Iskowitz.
The post Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 205 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is John Prendergast, […]
The post Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf appeared first on and was written by Craig Iskowitz.
The post Ep. 204: October WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 204 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. Welcome to our October monthly news review. I […]
The post Ep. 204: October WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Mike Sha, CEO […]
The post Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig appeared first on and was written by Craig Iskowitz.
The post Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Amit Dogra, President […]
The post Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra appeared first on and was written by Craig Iskowitz.
The post Ep. 201: Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is one of the […]
The post Ep. 201: Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
The post Ep. 201: Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is one of the […]
The post Ep. 201: Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
The post Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 200 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. That’s right. It’s our 200th episode. Feels like only […]
The post Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin appeared first on and was written by Craig Iskowitz.
The post Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 199 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is Susan Emerson. Susan […]
The post Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce appeared first on and was written by Craig Iskowitz.
The post Ep. 198: August WealthTech News appeared first on and was written by Elana Iskowitz.
Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman Sachs making headlines for all the wrong reasons, plus our regular updates on the WealthTech integration scores, and the Kitces-Ezra Group advisor tech map, but before I start, let me […]
The post Ep. 198: August WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotwood, RFG Advisory appeared first on and was written by Craig Iskowitz.
“And so the decision was made of what if what if you could start over what if you could have a clean foundation, and you could very thoughtfully construct this this platform where you put And advisor independence at the core and the nucleus. Drive all of the services and all of the experiences for […]
The post Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotwood, RFG Advisory appeared first on and was written by Craig Iskowitz.
The post Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 196 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is Sindhu Joseph from […]
The post Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor appeared first on and was written by Craig Iskowitz.
The post Ep. 195: July WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to episode 195 of The WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. But before we get started with the news, I have […]
The post Ep. 195: July WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 194 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is Sheryl O’Connor, from […]
The post Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor appeared first on and was written by Craig Iskowitz.
The post Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 193 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. I’m pumped for my guest of this episode, which […]
The post Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth appeared first on and was written by Craig Iskowitz.
The post Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx appeared first on and was written by Emma Iskowitz.
Come on in and sit back relax, you’re listening to Episode 192 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. I had a fun conversation with today’s guest Lacey […]
The post Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx appeared first on and was written by Emma Iskowitz.
The post Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 191 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. This episode is part of our series on RIA […]
The post Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management appeared first on and was written by Craig Iskowitz.
The post Ep. 190: June WealthTech News appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to episode 190 of The Wealth Tech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. Welcome to our monthly episode of News, we have […]
The post Ep. 190: June WealthTech News appeared first on and was written by Craig Iskowitz.
The post Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 189 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is the one and […]
The post Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth appeared first on and was written by Craig Iskowitz.
The post Ep. 188: Parham Nasseri, InvestorCOM appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 188 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is Parham Nasseri from […]
The post Ep. 188: Parham Nasseri, InvestorCOM appeared first on and was written by Craig Iskowitz.
The post Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 187 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is If you’re impressed […]
The post Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing appeared first on and was written by Craig Iskowitz.
The post Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 185 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest today is Matt Middleton, co founder and […]
The post Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle appeared first on and was written by Craig Iskowitz.
The post Ep 184: May WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features, interviews, news and analysis on the trends and best practices all around wealth management technology. And this is our main news roundup, and there’s […]
The post Ep 184: May WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 183 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest today is Julie Littlechild, Founder and CEO […]
The post Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild appeared first on and was written by Craig Iskowitz.
The post Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 182 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest today is Brad Genser, Founder and CTO […]
The post Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther appeared first on and was written by Craig Iskowitz.
The post Ep. 181: March WealthTech News appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 181 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our March news roundup where we cover a curated selection of the most interesting news stories in wealth tech. This is our March news roundup. […]
The post Ep. 181: March WealthTech News appeared first on and was written by Craig Iskowitz.
The post Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 180 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest today is Phil Taylor, President and Chief […]
The post Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason appeared first on and was written by Craig Iskowitz.
The post Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 179 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Today we have an interview with Doug Besso, CTO […]
The post Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower appeared first on and was written by Craig Iskowitz.
The post Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 178 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […]
The post Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo appeared first on and was written by Craig Iskowitz.
The post Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 177 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […]
The post Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt appeared first on and was written by Craig Iskowitz.
The post Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, you’re listening to Episode 176 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […]
The post Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft appeared first on and was written by Elana Iskowitz.
The post Ep. 175: February Wealthtech News appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, you’re listening to Episode 175 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our December news roundup where we cover a curated selection of the most interesting news stories in wealth tech. Before we get into the […]
The post Ep. 175: February Wealthtech News appeared first on and was written by Elana Iskowitz.
The post Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 174 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. This episode is part of our ongoing series focusing […]
The post Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds appeared first on and was written by Craig Iskowitz.
The post Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 173 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […]
The post Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.
The post Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2 appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to episode 172 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder of Ezra Group Consulting. The content of this podcast is designed to share thought-provoking industry analysis, best practices, in-depth discussions, and lively conversations all around wealth management technology. This is […]
The post Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2 appeared first on and was written by Elana Iskowitz.
The post Top 10 Most Downloaded Episodes of 2022 – Part 1 appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to episode 171 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder of Ezra Group Consulting. The content of this podcast is designed to share thought-provoking industry analysis, best practices, in-depth discussions, and lively conversations all around wealth management technology. This is […]
The post Top 10 Most Downloaded Episodes of 2022 – Part 1 appeared first on and was written by Craig Iskowitz.
The post Ep 170: December WealthTech News appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 170 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our December news roundup where we cover a curated selection of the most interesting news stories in wealth tech. And this is the very last […]
The post Ep 170: December WealthTech News appeared first on and was written by Craig Iskowitz.
The post Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, you’re listening to Episode 169 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […]
The post Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.
The post Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 168 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […]
The post Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf appeared first on and was written by Craig Iskowitz.
The post Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 167 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. We chose this topic because at Ezra Group, […]
The post Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit appeared first on and was written by Craig Iskowitz.
The post Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 166 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. This episode is part of our ongoing series called […]
The post Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken appeared first on and was written by Craig Iskowitz.
The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax and listen to episode 165 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices all around wealth. Management Technology. This episode is our news roundup, where I go through […]
The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax and listen to episode 165 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices all around wealth. Management Technology. This episode is our news roundup, where I go through […]
The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 164 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […]
The post Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial appeared first on and was written by Craig Iskowitz.
The post Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, you’re listening to Episode 162 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is leaders in integration I […]
The post Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech appeared first on and was written by Elana Iskowitz.
The post Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, you’re listening to Episode 162 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is leaders in integration I […]
The post Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech appeared first on and was written by Elana Iskowitz.
The post Ep. 161: Never Assume You Know the Market with Ryan George, Docupace appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 161 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is Navigating the Markets. We’re […]
The post Ep. 161: Never Assume You Know the Market with Ryan George, Docupace appeared first on and was written by Craig Iskowitz.
The post Ep. 160: September WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Topics Covered UBS and Wealthfront Mutually Agree to Terminate Merger Agreement Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products RIA […]
The post Ep. 160: September WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, you’re listening to Episode 159 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is Advisor Experience. We’re talking […]
The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.
The post Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, GrovePoint Financial appeared first on and was written by Elana Iskowitz.
Companies Mentioned Docupace [11:00] Envestnet [30:30] FIS [19:00] Kestra Financial [01:38] Penn Mutual [02:00] Topics Mentioned How to Know It’s Time to Replace Major Software Applications? Evaluation Criteria for Software Vendor Selection Why You Need a Technology Governance Committee Gathering Advisor Feedback Tips for Vetting Software Vendors Upgrade Versus Replace Software Vendor Horror Stories Episode […]
The post Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, GrovePoint Financial appeared first on and was written by Elana Iskowitz.
The post Ep. 156: August WealthTech News appeared first on and was written by Elana Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Companies Mentioned Advisor Stream [25:40] Apex Clearing [07:20] Betterment [08:00] Broadridge [25:40] Docupace [02:05] Envestnet [02:05] Fidelity [10:35] FMG [16:50] Hearsay Social [25:40] Hootsuite [20:10] HubSpot [18:50] Marketo [18:50] Morningstar […]
The post Ep. 156: August WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts appeared first on and was written by Elana Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 155 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. This podcast features […]
The post Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts appeared first on and was written by Elana Iskowitz.
The post Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 154 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]
The post Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar appeared first on and was written by Craig Iskowitz.
The post Ep. 153: How to Know When to Switch Technology Vendors with Natalie Wolfson, AssetMark appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 153 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]
The post Ep. 153: How to Know When to Switch Technology Vendors with Natalie Wolfson, AssetMark appeared first on and was written by Craig Iskowitz.
The post Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 152 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]
The post Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX appeared first on and was written by Craig Iskowitz.
The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz.
Companies Mentioned Adelia Risk [29:45] Advisor360 [27:10] AdvisorCash [32:50] AdvisorGroup [22:05] AdvisorStream [9:45] American Century 24:40 Beacon Point [19:25] Bento Engine [06:40] Broadridge [09:45] Carson Group [17:50] Catchlight [12:00] Commonwealth Financial Network [27:30] Corvee [30:15] Creative Planning [19:25] DocuPace [22:00] Dropbox [10:47] Dynasty Financial [17:00] Echelon Partners [19:30] Envestnet [01:40] Fidelity [12:30] Financial Services Network […]
The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz.
The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 150 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]
The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz.
The post Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 149 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]
The post Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI appeared first on and was written by Craig Iskowitz.
The post Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 148 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]
The post Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG appeared first on and was written by Craig Iskowitz.
The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz.
Companies Mentioned Adhesion Wealth [02:30] Asset-Map [29:30] AssetMark [02:30] Brinker [11:00] CogniCore [21:10] Envestnet [04:05] First Ascent [10:45] FPalpha [29:30] fpPathfinder [29:30] Lumiant [27:37] Morningstar [11:00] Orion [07:38] Pershing [13:12] Right Capital [31:15] Sawtooth [08:50] Schwab [10:15] SEI [11:00] SigFig [07:55] Simplicity Group [09:30] TD Ameritrade [10:15] TIFIN [26:17] Vestmark [02:40] Wealth Simple [26:50] Topics […]
The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]
The post Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors appeared first on and was written by Craig Iskowitz.
The post Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]
The post Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence appeared first on and was written by Craig Iskowitz.
The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 144 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]
The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology appeared first on and was written by Craig Iskowitz.
The post Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference appeared first on and was written by Craig Iskowitz.
Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder of Ezra Group consulting. And our May News this month is all about the T3 conference, held May 2-4 outside of Dallas, Texas, a city that I love to visit, […]
The post Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference appeared first on and was written by Craig Iskowitz.
The post Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax, you’re listening to episode 142 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. This episode I was at the Envestnet Advisor Summit […]
The post Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager appeared first on and was written by Craig Iskowitz.
The post Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax, you’re listening to episode 141 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we have […]
The post Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera appeared first on and was written by Craig Iskowitz.
The post Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax, you’re listening to episode 140 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […]
The post Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.
The post Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax, you’re listening to episode 139 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […]
The post Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin appeared first on and was written by Craig Iskowitz.
The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz.
This is a bonus episode that we recorded after the news dropped today about Orion Advisor buying Redtail Technology. With no preparation and at great personal expense, Kristen Schmidt and I had a discussion about the ramifications of this deal for customers, partners and competitors. We also covered messaging from Redtail, current CRM market share, […]
The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz.
The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax, you’re listening to episode 137 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […]
The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.
The post Ep. 136: April WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
Come on in, sit back, relax and enjoy episode 136 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 136: April WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz.
“I’ll use a wealth management term, you want to diversify your portfolio, and so one of the things early on at Orion, we didn’t have a lot of options in terms of data aggregators, but over the years, we’ve learned to not put all of our eggs into one basket and to make sure that […]
The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz.
The post Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts appeared first on and was written by Craig Iskowitz.
“The data consumption model has changed over the years from primarily web based access to a lot more API’s and direct feeds. The processing of the data has evolved as well, whether it’s for performance reporting or direct to investor, as the needs of the user to view a net worth of their accounts. That’s […]
The post Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts appeared first on and was written by Craig Iskowitz.
The post Ep. 133: March WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
Come on in, sit back, relax and enjoy episode 133 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 133: March WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development appeared first on and was written by Craig Iskowitz.
“When we have that kind of conversation, everybody agrees oh my gosh, if you can use that data then add value in tax management, that’s fantastic. And then the next question is, Okay, so where does that data live in your organization? And the eyes glaze and roll back. Most firms have not really thought […]
The post Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development appeared first on and was written by Craig Iskowitz.
The post Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 131 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]
The post Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.
The post Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark appeared first on and was written by Craig Iskowitz.
“Now, you and I both remember the cost basis legislation, that was a while ago. Since then, at least there is a source of good accurate cost basis information. But to this day, we see situations where firms have layered on a portfolio management or rebalancing or trading system on top of a core system […]
The post Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark appeared first on and was written by Craig Iskowitz.
The post Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak appeared first on and was written by Elana Iskowitz.
“I think when we look at recommendations, best practices, at the end of the day, these projects are garbage in, garbage out. You do want to do everything you can on the front end to make sure that your data is in good order, before providing it to a new provider for migration. Throw us […]
The post Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak appeared first on and was written by Elana Iskowitz.
The post Ep. 128: February WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in, sit back, relax and enjoy episode 128 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 128: February WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowitz.
“I think back to when I entered this industry, myself, back in the late 90s, at Merrill Lynch, where we did build everything. And the reason we built everything is because there wasn’t large commercial vendors in this space. There wasn’t a lot of startups there wasn’t fintechs per se. So we had to build […]
The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowitz.
The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowitz.
“I think back to when I entered this industry, myself, back in the late 90s, at Merrill Lynch, where we did build everything. And the reason we built everything is because there wasn’t large commercial vendors in this space. There wasn’t a lot of startups there wasn’t fintechs per se. So we had to build […]
The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowitz.
The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowitz.
“I think that there’s an assumption that the acquiring platform that you then have to adapt everyone to, that that’s not always going to lead to the most successful consolidation or project. I think it is sometimes about thinking about it like a new platform. So let’s look at the processes holistically for something like […]
The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowitz.
The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowitz.
“I think that there’s an assumption that the acquiring platform that you then have to adapt everyone to, that that’s not always going to lead to the most successful consolidation or project. I think it is sometimes about thinking about it like a new platform. So let’s look at the processes holistically for something like […]
The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowitz.
The post Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest appeared first on and was written by Craig Iskowitz.
“If you think about platform consolidation, maybe you think about platform consolidation in terms of the abstraction layer. So you can still keep the trust accounting platform and the agency platform intact and use the managed accounts program, unified technology as a means of spanning those. And that is hard again, but it does provide […]
The post Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest appeared first on and was written by Craig Iskowitz.
The post Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest appeared first on and was written by Craig Iskowitz.
“If you think about platform consolidation, maybe you think about platform consolidation in terms of the abstraction layer. So you can still keep the trust accounting platform and the agency platform intact and use the managed accounts program, unified technology as a means of spanning those. And that is hard again, but it does provide […]
The post Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest appeared first on and was written by Craig Iskowitz.
The post Ep. 124: January WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
Come on in, sit back, relax and enjoy episode 124 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 124: January WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 124: January WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
Come on in, sit back, relax and enjoy episode 124 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 124: January WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 123: Best of WealthTech Today 2021 Roundup appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. The WealthTech Today podcast features interviews, news, and analysis on the trends and best practices in wealth and technology for wealth management, asset management, and related areas. A quick shoutout […]
The post Ep. 123: Best of WealthTech Today 2021 Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 123: Best of WealthTech Today 2021 Roundup appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. The WealthTech Today podcast features interviews, news, and analysis on the trends and best practices in wealth and technology for wealth management, asset management, and related areas. A quick shoutout […]
The post Ep. 123: Best of WealthTech Today 2021 Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz.
“We talk about avoiding adverse outcomes from regulatory scrutiny, and that’s important and that does cost money. But the other side of things is we have to help our clients build a process that is convincing, and that when FINRA looks in they have comfort and confidence that it’s being managed. So one of the […]
The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz.
The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz.
“We talk about avoiding adverse outcomes from regulatory scrutiny, and that’s important and that does cost money. But the other side of things is we have to help our clients build a process that is convincing, and that when FINRA looks in they have comfort and confidence that it’s being managed. So one of the […]
The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz.
The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.
“We’ve got a platform that we built along with Bambu and Apex Clearing that’s called Tango that has full robo-advice capability. The difference between a traditional robo-advisor and Tango is that it’s built using the GOE algorithm. So you may be an RIA firm that wants to expand, but needs the technology to scale that […]
The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.
The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.
“We’ve got a platform that we built along with Bambu and Apex Clearing that’s called Tango that has full robo-advice capability. The difference between a traditional robo-advisor and Tango is that it’s built using the GOE algorithm. So you may be an RIA firm that wants to expand, but needs the technology to scale that […]
The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.
The post Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS appeared first on and was written by Craig Iskowitz.
“It’s a very competitive world out there right now and alternative investments are stepping in and filling the gap in client portfolios. Advisors are disappointed with traditional long only approach to investing, that broken 60/40 model. It’s never been about lack of desire to have access to these types of funds and products. It’s always […]
The post Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS appeared first on and was written by Craig Iskowitz.
The post Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS appeared first on and was written by Craig Iskowitz.
“It’s a very competitive world out there right now and alternative investments are stepping in and filling the gap in client portfolios. Advisors are disappointed with traditional long only approach to investing, that broken 60/40 model. It’s never been about lack of desire to have access to these types of funds and products. It’s always […]
The post Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS appeared first on and was written by Craig Iskowitz.
The post Ep. 119: December WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
Come on in, sit back, relax and enjoy episode 119 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 119: December WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep. 119: December WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
Come on in, sit back, relax and enjoy episode 119 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 119: December WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish appeared first on and was written by Craig Iskowitz.
“We really think for the next generation of clients and advisors, crypto is going to be like any other asset class. You have to have a solution for it. It has to be part of the financial plan in a way that today, it would sound absurd to us, if an advisor said that I […]
The post Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish appeared first on and was written by Craig Iskowitz.
The post Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish appeared first on and was written by Craig Iskowitz.
“We really think for the next generation of clients and advisors, crypto is going to be like any other asset class. You have to have a solution for it. It has to be part of the financial plan in a way that today, it would sound absurd to us, if an advisor said that I […]
The post Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish appeared first on and was written by Craig Iskowitz.
The post Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.
“I’ve got a maximalist view on this I’ve sort of self radicalized but it’s not just that advisors have to compete with now, banks and insurance companies and fintechs and Google for the distribution of financial products. And I think the opportunity for advisors there is money in motion is a sales trigger. And so […]
The post Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.
The post Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.
“I’ve got a maximalist view on this I’ve sort of self radicalized but it’s not just that advisors have to compete with now, banks and insurance companies and fintechs and Google for the distribution of financial products. And I think the opportunity for advisors there is money in motion is a sales trigger. And so […]
The post Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.
The post Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx appeared first on and was written by Craig Iskowitz.
“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets, that are career insurance producers, and they all want a consistent framework to do that. So if you had two people sitting side by side and one of them was an asset manager, when they get to the next […]
The post Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx appeared first on and was written by Craig Iskowitz.
The post Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx appeared first on and was written by Craig Iskowitz.
“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets, that are career insurance producers, and they all want a consistent framework to do that. So if you had two people sitting side by side and one of them was an asset manager, when they get to the next […]
The post Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx appeared first on and was written by Craig Iskowitz.
The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz.
“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed income, but at some point they don’t want their clients paying the benefit-based fee, which is always increasing. And they […]
The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz.
The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz.
“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed income, but at some point they don’t want their clients paying the benefit-based fee, which is always increasing. And they […]
The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz.
The post Ep. 114: October WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
Come on in, sit back, relax and enjoy episode 114 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 114: October WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 114: October WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
Come on in, sit back, relax and enjoy episode 114 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 114: October WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network appeared first on and was written by Elana Iskowitz.
“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss the community that goes along with being part of a larger organization. And I know there’s been a lot of platforms over the years that have built and strengthened their […]
The post Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network appeared first on and was written by Elana Iskowitz.
The post Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network appeared first on and was written by Elana Iskowitz.
“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss the community that goes along with being part of a larger organization. And I know there’s been a lot of platforms over the years that have built and strengthened their […]
The post Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network appeared first on and was written by Elana Iskowitz.
The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz.
“Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data from my clients that is in the moment and can support a deeper conversation?” — Julie Littlechild, Founder and CEO, […]
The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz.
The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz.
“Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data from my clients that is in the moment and can support a deeper conversation?” — Julie Littlechild, Founder and CEO, […]
The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz.
The post Ep. 111: September Wealthtech News Roundup appeared first on and was written by Elana Iskowitz.
Come on in, sit back, relax and enjoy episode 111 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 111: September Wealthtech News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep. 111: September Wealthtech News Roundup appeared first on and was written by Elana Iskowitz.
Come on in, sit back, relax and enjoy episode 111 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 111: September Wealthtech News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.
“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history and academically validated research is really hard to replicate in the FinTech space. And part of the acquisition of PlanPlus Global is they did some things on the advanced […]
The post Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.
The post Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.
“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history and academically validated research is really hard to replicate in the FinTech space. And part of the acquisition of PlanPlus Global is they did some things on the advanced […]
The post Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.
The post Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG appeared first on and was written by Craig Iskowitz.
“If we think about the underpinning of our future growth strategy we’re specifically looking to accelerate growth by developing and delivering on a globalized strategy that’s delivered in a local way to meet client needs. What I mean by that specifically, if we think about for example private banks in North America relative to private […]
The post Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG appeared first on and was written by Craig Iskowitz.
The post Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG appeared first on and was written by Craig Iskowitz.
“If we think about the underpinning of our future growth strategy we’re specifically looking to accelerate growth by developing and delivering on a globalized strategy that’s delivered in a local way to meet client needs. What I mean by that specifically, if we think about for example private banks in North America relative to private […]
The post Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG appeared first on and was written by Craig Iskowitz.
The post Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre appeared first on and was written by Craig Iskowitz.
“Just buying Bitcoin and Ethereum, for some clients and for some advisors, maybe it is good enough. But at the end of the day, you don’t want to be the one that’s picking the AOL or the Yahoo of this age. If you look at the the whole Dot Com era and all of the […]
The post Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre appeared first on and was written by Craig Iskowitz.
The post Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre appeared first on and was written by Craig Iskowitz.
“Just buying Bitcoin and Ethereum, for some clients and for some advisors, maybe it is good enough. But at the end of the day, you don’t want to be the one that’s picking the AOL or the Yahoo of this age. If you look at the the whole Dot Com era and all of the […]
The post Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre appeared first on and was written by Craig Iskowitz.
The post Ep. 107: August News Roundup appeared first on and was written by Elana Iskowitz.
Come on in, sit back, relax and enjoy episode 107 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 107: August News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep. 107: August News Roundup appeared first on and was written by Elana Iskowitz.
Come on in, sit back, relax and enjoy episode 107 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
The post Ep. 107: August News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante appeared first on and was written by Craig Iskowitz.
“Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help financial advisory firms to bring this cause in front of their clients so they can plan their financial […]
The post Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante appeared first on and was written by Craig Iskowitz.
The post Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante appeared first on and was written by Craig Iskowitz.
“Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help financial advisory firms to bring this cause in front of their clients so they can plan their financial […]
The post Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante appeared first on and was written by Craig Iskowitz.
The post Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data appeared first on and was written by Elana Iskowitz.
“When we started InterGen Data, what we did was to say give us your client data and we’ll turn it around and send you back a list of life events, especially around critical illnesses and how likely they are to happen. Because people don’t plan for those types of things, they don’t plan for a […]
The post Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data appeared first on and was written by Elana Iskowitz.
The post Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data appeared first on and was written by Elana Iskowitz.
“When we started InterGen Data, what we did was to say give us your client data and we’ll turn it around and send you back a list of life events, especially around critical illnesses and how likely they are to happen. Because people don’t plan for those types of things, they don’t plan for a […]
The post Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data appeared first on and was written by Elana Iskowitz.
The post Ep. 104: July Wealthtech News Roundup appeared first on and was written by Craig Iskowitz.
Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]
The post Ep. 104: July Wealthtech News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 104: July Wealthtech News Roundup appeared first on and was written by Craig Iskowitz.
Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]
The post Ep. 104: July Wealthtech News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing appeared first on and was written by Craig Iskowitz.
“The first thing that Biju and I wrote down before we even wrote our business plan is that we want to create a positive impact in the world before we worried about profits. And from that perspective, we think that the state of people’s savings and retirement is a huge issue. The wealth gap in […]
The post Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing appeared first on and was written by Craig Iskowitz.
The post Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing appeared first on and was written by Craig Iskowitz.
“The first thing that Biju and I wrote down before we even wrote our business plan is that we want to create a positive impact in the world before we worried about profits. And from that perspective, we think that the state of people’s savings and retirement is a huge issue. The wealth gap in […]
The post Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing appeared first on and was written by Craig Iskowitz.
The post Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets appeared first on and was written by Elana Iskowitz.
“Financial advisors are looking to differentiate their value to clients as we are on the precipice of the largest wealth transfer in history. I think the playbooks for the next 5, 10, 20 years in the financial advice business will most likely be different than the playbooks from the past. I think a part of […]
The post Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets appeared first on and was written by Elana Iskowitz.
The post Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets appeared first on and was written by Elana Iskowitz.
“Financial advisors are looking to differentiate their value to clients as we are on the precipice of the largest wealth transfer in history. I think the playbooks for the next 5, 10, 20 years in the financial advice business will most likely be different than the playbooks from the past. I think a part of […]
The post Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets appeared first on and was written by Elana Iskowitz.
The post Ep. 101: June WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]
The post Ep. 101: June WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep. 101: June WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]
The post Ep. 101: June WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
The post Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz.
“One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of attention. I get calls from probably 30, 40, 50 of those firms. We don’t want them all at T3 because a lot of them, we just think, don’t have legs. […]
The post Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz.
The post Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz.
“One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of attention. I get calls from probably 30, 40, 50 of those firms. We don’t want them all at T3 because a lot of them, we just think, don’t have legs. […]
The post Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz.
The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz.
“When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […]
The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz.
The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz.
“When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […]
The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz.
The post Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro appeared first on and was written by Elana Iskowitz.
“There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of reactive using our predicted outcomes that provide about 90% accuracy for out of pocket costs, and we can have those conversations when they’re a sophomore of a junior, not when […]
The post Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro appeared first on and was written by Elana Iskowitz.
The post Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro appeared first on and was written by Elana Iskowitz.
“There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of reactive using our predicted outcomes that provide about 90% accuracy for out of pocket costs, and we can have those conversations when they’re a sophomore of a junior, not when […]
The post Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro appeared first on and was written by Elana Iskowitz.
The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]
The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]
The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.
“How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […]
The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.
The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.
“How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […]
The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.
The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology appeared first on and was written by Craig Iskowitz.
“If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits. We all created routines the past year or so while we’ve been stuck at home that we would love to break out of. But travel is coming back! I’m seeing […]
The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology appeared first on and was written by Craig Iskowitz.
The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology appeared first on and was written by Craig Iskowitz.
“If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits. We all created routines the past year or so while we’ve been stuck at home that we would love to break out of. But travel is coming back! I’m seeing […]
The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology appeared first on and was written by Craig Iskowitz.
The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz.
“We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end pipes and plumbing, but I’ve observed that it is actually an area where there has been precious little innovation, and perhaps not as much investment in bringing forward the best […]
The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz.
The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz.
“We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end pipes and plumbing, but I’ve observed that it is actually an area where there has been precious little innovation, and perhaps not as much investment in bringing forward the best […]
The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz.
The post Ep. 93: Putting the Puzzle Pieces Together – April News Roundup appeared first on and was written by Craig Iskowitz.
“The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management technology related news. Four of them are acquisitions. This is not a new trend as we see a constant boom and bust cycle in almost every industry. A recurring theme […]
The post Ep. 93: Putting the Puzzle Pieces Together – April News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 93: Putting the Puzzle Pieces Together – April News Roundup appeared first on and was written by Craig Iskowitz.
“The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management technology related news. Four of them are acquisitions. This is not a new trend as we see a constant boom and bust cycle in almost every industry. A recurring theme […]
The post Ep. 93: Putting the Puzzle Pieces Together – April News Roundup appeared first on and was written by Craig Iskowitz.
The post Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack appeared first on and was written by Craig Iskowitz.
“The fact that we’re new technology and we have very low tech debt, our tech debt is measured in weeks not months or years, decades, in some cases with older companies, we think that’s an added advantage. With RBC BLACK, they’ve certainly taken advantage of those functions, they white label and they’ve taken advantage of […]
The post Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack appeared first on and was written by Craig Iskowitz.
The post Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack appeared first on and was written by Craig Iskowitz.
“The fact that we’re new technology and we have very low tech debt, our tech debt is measured in weeks not months or years, decades, in some cases with older companies, we think that’s an added advantage. With RBC BLACK, they’ve certainly taken advantage of those functions, they white label and they’ve taken advantage of […]
The post Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist appeared first on and was written by Craig Iskowitz.
“The most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the combination of people who are frustrated with their current solutions, so it’s not like we had to go manufacturer demand, people are not super happy with what they have today, […]
The post #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist appeared first on and was written by Craig Iskowitz.
“The most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the combination of people who are frustrated with their current solutions, so it’s not like we had to go manufacturer demand, people are not super happy with what they have today, […]
The post #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin appeared first on and was written by Craig Iskowitz.
“I think that Merrill embraces that opportunity which has multiple entry points, Merrill Edge, Merrill One. They have something that they announced last year called the customer experience workstation. So in other words, they’re thinking about it from a more client centric point of view, which is what needs to happen instead of from the […]
The post #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin appeared first on and was written by Craig Iskowitz.
“I think that Merrill embraces that opportunity which has multiple entry points, Merrill Edge, Merrill One. They have something that they announced last year called the customer experience workstation. So in other words, they’re thinking about it from a more client centric point of view, which is what needs to happen instead of from the […]
The post #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup appeared first on and was written by Elana Iskowitz.
“The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the most mysterious properties of a system: Emergence. [read my exploration into that topic] The phrase is also used to explain the importance of Synergy and the foundations of Gestalt theory. […]
The post #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup appeared first on and was written by Elana Iskowitz.
“The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the most mysterious properties of a system: Emergence. [read my exploration into that topic] The phrase is also used to explain the importance of Synergy and the foundations of Gestalt theory. […]
The post #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de appeared first on and was written by Craig Iskowitz.
European geography has become almost irrelevant as FinTech markets have flattened out, enabling technology firms to more easily reach customers beyond national borders. Boosted by cloud software efficiency, specifically productivity tools, communication and open architecture, some aspects of FinTech in the US seem to be falling behind that of most of Europe, where regulation looks […]
The post #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de appeared first on and was written by Craig Iskowitz.
European geography has become almost irrelevant as FinTech markets have flattened out, enabling technology firms to more easily reach customers beyond national borders. Boosted by cloud software efficiency, specifically productivity tools, communication and open architecture, some aspects of FinTech in the US seem to be falling behind that of most of Europe, where regulation looks […]
The post #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners appeared first on and was written by Craig Iskowitz.
“I know this from my many years at Jefferson National, it was difficult to get the Orions and the BlackDiamonds of the world to build insurance functionality, because they didn’t have demand. Their advisors aren’t really using these products, so a data feed would be enough. But as there’s more demand, the technology becomes necessary […]
The post #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners appeared first on and was written by Craig Iskowitz.
“I know this from my many years at Jefferson National, it was difficult to get the Orions and the BlackDiamonds of the world to build insurance functionality, because they didn’t have demand. Their advisors aren’t really using these products, so a data feed would be enough. But as there’s more demand, the technology becomes necessary […]
The post #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick appeared first on and was written by Craig Iskowitz.
“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled engine inside Cetera. So we know that when we bring on this number of advisors and this number of assets, that we’re going to be able to help them run […]
The post #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick appeared first on and was written by Craig Iskowitz.
“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled engine inside Cetera. So we know that when we bring on this number of advisors and this number of assets, that we’re going to be able to help them run […]
The post #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze appeared first on and was written by Craig Iskowitz.
“For markets to work there have to be winners and losers. It’s not a good look for Robinhood to change the rules of the game and effectively turn off one side of the GameStop trade. It’s also not a good look for the DTCC, the prime brokers, the intermediaries, the market makers, the exchangers, it’s […]
The post #ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze appeared first on and was written by Craig Iskowitz.
“For markets to work there have to be winners and losers. It’s not a good look for Robinhood to change the rules of the game and effectively turn off one side of the GameStop trade. It’s also not a good look for the DTCC, the prime brokers, the intermediaries, the market makers, the exchangers, it’s […]
The post #ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.
“Data as an asset is a theme that comes up in conversations time in and time out. It’s almost universally across size of customer, market segment, go to market strategy in terms of employee or independent contractor model. Data as an asset is a conversation that we have every day with our existing customers and […]
The post #ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.
“Data as an asset is a theme that comes up in conversations time in and time out. It’s almost universally across size of customer, market segment, go to market strategy in terms of employee or independent contractor model. Data as an asset is a conversation that we have every day with our existing customers and […]
The post #ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou appeared first on and was written by Craig Iskowitz.
“Essentially, blockchain has the potential to change the economics of how we manufacture different securities as we know them. Whether it’s a deposit, or some other structured product and DeFi is one experiment, we will see whether it works or not. Blockchain is allowing us to do all of these things and I see a lot […]
The post #ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou appeared first on and was written by Craig Iskowitz.
“Essentially, blockchain has the potential to change the economics of how we manufacture different securities as we know them. Whether it’s a deposit, or some other structured product and DeFi is one experiment, we will see whether it works or not. Blockchain is allowing us to do all of these things and I see a lot […]
The post #ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz.
“There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice who don’t know where to turn. Helping them to lay the foundations for a healthy financial life by understanding the key tenants and […]
The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz.
“There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice who don’t know where to turn. Helping them to lay the foundations for a healthy financial life by understanding the key tenants and […]
The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on and was written by Craig Iskowitz.
Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting company called Ezra Group. We are experts in everything related to wealthtech, and this is where I usually give our standard marketing pitch, but instead I’m going to sneak in […]
The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on and was written by Craig Iskowitz.
Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting company called Ezra Group. We are experts in everything related to wealthtech, and this is where I usually give our standard marketing pitch, but instead I’m going to sneak in […]
The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz.
“Our goal is to make sure that every single person that touches this platform, irrespective of who it is, if it’s an advisor, if it’s an asset manager, if it’s a company, if it’s the employees of those companies, every person has to be better with Vestwell than without. And that’s something we focus on […]
The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz.
“Our goal is to make sure that every single person that touches this platform, irrespective of who it is, if it’s an advisor, if it’s an asset manager, if it’s a company, if it’s the employees of those companies, every person has to be better with Vestwell than without. And that’s something we focus on […]
The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz.
“The old man rubbed his hands: ‘Ah! A meta-subject! Using language to discuss language, there’s nothing better. I adore that’.” ― Laurent Binet, The Seventh Function of Language This episode is one that I’ve been talking with my team about doing for a while. I get a steady stream of questions about how I started […]
The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz.
“The old man rubbed his hands: ‘Ah! A meta-subject! Using language to discuss language, there’s nothing better. I adore that’.” ― Laurent Binet, The Seventh Function of Language This episode is one that I’ve been talking with my team about doing for a while. I get a steady stream of questions about how I started […]
The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur appeared first on and was written by Craig Iskowitz.
“What I think is different about our approach, firstly, is that we’re purpose built for decumulation. The second thing is that we’re built for what I call modern retirement. In the old days you had a pension, but you probably were only living until your early 80s. Today, the vast majority of our customers don’t […]
The post #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur appeared first on and was written by Craig Iskowitz.
“What I think is different about our approach, firstly, is that we’re purpose built for decumulation. The second thing is that we’re built for what I call modern retirement. In the old days you had a pension, but you probably were only living until your early 80s. Today, the vast majority of our customers don’t […]
The post #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare appeared first on and was written by Craig Iskowitz.
“TAMPs are often the first thing that advisors outsource. They know that they aren’t very good at investments and they were very happy to turn to somebody who had some expertise in there. So what’s happened is that they’ve had to adopt and integrate more tools such as onboarding and proposal generation. I think the […]
The post #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare appeared first on and was written by Craig Iskowitz.
“TAMPs are often the first thing that advisors outsource. They know that they aren’t very good at investments and they were very happy to turn to somebody who had some expertise in there. So what’s happened is that they’ve had to adopt and integrate more tools such as onboarding and proposal generation. I think the […]
The post #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road appeared first on and was written by Craig Iskowitz.
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup of some of the top wealthtech news and we’ve got a terrific mix of stories to keep you on top of the latest industry updates. When is a custodian less […]
The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road appeared first on and was written by Craig Iskowitz.
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup of some of the top wealthtech news and we’ve got a terrific mix of stories to keep you on top of the latest industry updates. When is a custodian less […]
The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz.
“Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner in a journey that will inspire you, support you, push you. There’s so much capital being poured into our space right now. The check […]
The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz.
“Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner in a journey that will inspire you, support you, push you. There’s so much capital being poured into our space right now. The check […]
The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz.
“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […]
The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz.
“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […]
The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz.
“We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being there for advisors and helping them where they are in their practices. And we’re agnostic of platform, affiliation level. We’re really trying to help support advice and be the leader […]
The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz.
“We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being there for advisors and helping them where they are in their practices. And we’re agnostic of platform, affiliation level. We’re really trying to help support advice and be the leader […]
The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai appeared first on and was written by Craig Iskowitz.
“We are taking on AI-based innovation with a deep sense of social responsibility, but also combining a for-profit and a nonprofit at the same time. We recognize that what we do disrupts traditional jobs, or it has the potential to. Every AI company is, in a way, dabbling in disruption of the workforce. ” — […]
The post #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai appeared first on and was written by Craig Iskowitz.
“We are taking on AI-based innovation with a deep sense of social responsibility, but also combining a for-profit and a nonprofit at the same time. We recognize that what we do disrupts traditional jobs, or it has the potential to. Every AI company is, in a way, dabbling in disruption of the workforce. ” — […]
The post #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by Craig Iskowitz.
Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of 2020 episode a little early, just in case. We had an incredible lineup of guests and it was difficult for the #ItzOnWealthtech team to decide who made the cut. We […]
The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by Craig Iskowitz.
Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of 2020 episode a little early, just in case. We had an incredible lineup of guests and it was difficult for the #ItzOnWealthtech team to decide who made the cut. We […]
The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management appeared first on and was written by Craig Iskowitz.
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […]
The post #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management appeared first on and was written by Craig Iskowitz.
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […]
The post #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood appeared first on and was written by Craig Iskowitz.
“What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this data on user profiles and company profiles that cuts out the first ten conversations between any two parties because most of the questions they were going to ask are already […]
The post #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood appeared first on and was written by Craig Iskowitz.
“What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this data on user profiles and company profiles that cuts out the first ten conversations between any two parties because most of the questions they were going to ask are already […]
The post #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout appeared first on and was written by Craig Iskowitz.
“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […]
The post #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout appeared first on and was written by Craig Iskowitz.
“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […]
The post #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant appeared first on and was written by Craig Iskowitz.
“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate digital assistant for an advisor so they can be much more efficient when they do their job. But going back to the conversation, we know who you are, we know […]
The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant appeared first on and was written by Craig Iskowitz.
“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate digital assistant for an advisor so they can be much more efficient when they do their job. But going back to the conversation, we know who you are, we know […]
The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon appeared first on and was written by Craig Iskowitz.
“We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it wouldn’t become a one-trick pony. It wasn’t just putting a bunch of strategist models on a shelf to make it easy for advisors to adopt into their practice. That’s a component, […]
The post #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon appeared first on and was written by Craig Iskowitz.
“We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it wouldn’t become a one-trick pony. It wasn’t just putting a bunch of strategist models on a shelf to make it easy for advisors to adopt into their practice. That’s a component, […]
The post #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg appeared first on and was written by Craig Iskowitz.
“The technology trend that we’re seeing is clients want fewer systems and fewer vendors. What we saw in the ’90s and the early 2000s was a shift to “best of breed” and firms were plagued with having to integrate and support many relationships and individual technologies and make sure they worked together.” –Yaela Shamberg, Co-Founder […]
The post #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg appeared first on and was written by Craig Iskowitz.
“The technology trend that we’re seeing is clients want fewer systems and fewer vendors. What we saw in the ’90s and the early 2000s was a shift to “best of breed” and firms were plagued with having to integrate and support many relationships and individual technologies and make sure they worked together.” –Yaela Shamberg, Co-Founder […]
The post #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz.
“As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to average.” –Toussaint Bailey, CEO, Enso Wealth How can financial advisors break out of the race to an average technology stack and avoid creating a bland client experience? Is it possible […]
The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz.
“As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to average.” –Toussaint Bailey, CEO, Enso Wealth How can financial advisors break out of the race to an average technology stack and avoid creating a bland client experience? Is it possible […]
The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? appeared first on and was written by Craig Iskowitz.
“I was always challenged to grow an analytics business that was confronted with the demise of active managers as their customer base. So in casting about looking for growth opportunities, I routinely came upon the US wealth segment as something that was undergoing significant demographic and technological change. And as we all know, changes in […]
The post #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? appeared first on and was written by Craig Iskowitz.
“I was always challenged to grow an analytics business that was confronted with the demise of active managers as their customer base. So in casting about looking for growth opportunities, I routinely came upon the US wealth segment as something that was undergoing significant demographic and technological change. And as we all know, changes in […]
The post #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson appeared first on and was written by Elana Iskowitz.
“My point of view is that technology is the business. Technology is the front door for advisors to work with the custodian. In Schwab’s case Schwab Advisor Center is really the front door for our advisors to work with Schwab, and when I think about charging fees for technology, I think, well, technology has to […]
The post #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson appeared first on and was written by Elana Iskowitz.
“My point of view is that technology is the business. Technology is the front door for advisors to work with the custodian. In Schwab’s case Schwab Advisor Center is really the front door for our advisors to work with Schwab, and when I think about charging fees for technology, I think, well, technology has to […]
The post #ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on and was written by Elana Iskowitz.
“I feel like I’ve been ahead of the curve my entire career. And I don’t necessarily mean that in a positive way, because we were out there selling web-based portfolio management before people really had a solid grasp on what the internet was. Like I mentioned, a lot of our challenges were describing what we […]
The post #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on and was written by Elana Iskowitz.
“I feel like I’ve been ahead of the curve my entire career. And I don’t necessarily mean that in a positive way, because we were out there selling web-based portfolio management before people really had a solid grasp on what the internet was. Like I mentioned, a lot of our challenges were describing what we […]
The post #ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.
“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically. It’s no longer a zero sum game. All advisors need some digital, they […]
The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.
“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically. It’s no longer a zero sum game. All advisors need some digital, they […]
The post #ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu appeared first on and was written by Craig Iskowitz.
The post #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera appeared first on and was written by Elana Iskowitz.
This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later went on to serve as CTO of Cetera Financial Group. Leda now runs her a consulting firm called Strategic Technology Consulting as well as her own executive coaching business, and […]
The post #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera appeared first on and was written by Elana Iskowitz.
The post #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera appeared first on and was written by Elana Iskowitz.
This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later went on to serve as CTO of Cetera Financial Group. Leda now runs her a consulting firm called Strategic Technology Consulting as well as her own executive coaching business, and […]
The post #WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman appeared first on and was written by Craig Iskowitz.
“The trends that we’re seeing right now is that the younger generation wants things to be a lot more personalized. They really don’t want to be educated. They don’t want to know how a Monte Carlo works and what’s a capital market assumption. They just want an answer. Like, do I have enough money? Am […]
The post #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman appeared first on and was written by Craig Iskowitz.
“The trends that we’re seeing right now is that the younger generation wants things to be a lot more personalized. They really don’t want to be educated. They don’t want to know how a Monte Carlo works and what’s a capital market assumption. They just want an answer. Like, do I have enough money? Am […]
The post #ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones appeared first on and was written by Elana Iskowitz.
“The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who’ve already opted into working with a human advisor, even though they’re getting screwed. And so for us, this is an enormous readily available market if we can open up […]
The post #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones appeared first on and was written by Elana Iskowitz.
“The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who’ve already opted into working with a human advisor, even though they’re getting screwed. And so for us, this is an enormous readily available market if we can open up […]
The post #ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross appeared first on and was written by Elana Iskowitz.
“In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where there’s a volatile market, you need to be able to move quickly. So I think advisors need to control the user experience and the client experience much more than […]
The post #ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross appeared first on and was written by Elana Iskowitz.
“In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where there’s a volatile market, you need to be able to move quickly. So I think advisors need to control the user experience and the client experience much more than […]
The post #ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross appeared first on and was written by Elana Iskowitz.
The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz.
“The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from the huge run-up in stocks like Apple, Google and Amazon. The advancement of UMA technology, combined with the transfer of wealth and increased volatility that we’ve seen over […]
The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz.
“The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from the huge run-up in stocks like Apple, Google and Amazon. The advancement of UMA technology, combined with the transfer of wealth and increased volatility that we’ve seen over […]
The post #ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World? appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja appeared first on and was written by Craig Iskowitz.
“The next wave of investors into digital assets, whether they’re retail clients or the RIAs, also have somewhat of a different mental model. They may or may not care about the ideology or subscribe to the ideology of the Bitcoin white paper, but they are looking at this as an investment from a very pragmatic […]
The post #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja appeared first on and was written by Craig Iskowitz.
“The next wave of investors into digital assets, whether they’re retail clients or the RIAs, also have somewhat of a different mental model. They may or may not care about the ideology or subscribe to the ideology of the Bitcoin white paper, but they are looking at this as an investment from a very pragmatic […]
The post #ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar appeared first on and was written by Craig Iskowitz.
What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry? You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […]
The post #ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar appeared first on and was written by Craig Iskowitz.
What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry? You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […]
The post #ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on and was written by Craig Iskowitz.
“Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way.” — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […]
The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on and was written by Craig Iskowitz.
“Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way.” — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […]
The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on and was written by Craig Iskowitz.
“After just an hour, two thirds of our short-term memory is gone, it’s amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you’re going to see better results.” “The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […]
The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on and was written by Craig Iskowitz.
“After just an hour, two thirds of our short-term memory is gone, it’s amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you’re going to see better results.” “The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […]
The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison appeared first on and was written by Craig Iskowitz.
“The fiduciary model is winning and we want to ensure that we’re serving advisory firms across that continuum. From our clearing business, we absolutely have an option for emerging RIAs and emerging advisors in that space.” –Ben Harrison, Business Development and Relationship Management at BNY Mellon | Pershing When Ben Harrison started at Pershing Advisor […]
The post #ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison appeared first on and was written by Craig Iskowitz.
“The fiduciary model is winning and we want to ensure that we’re serving advisory firms across that continuum. From our clearing business, we absolutely have an option for emerging RIAs and emerging advisors in that space.” –Ben Harrison, Business Development and Relationship Management at BNY Mellon | Pershing When Ben Harrison started at Pershing Advisor […]
The post #ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati appeared first on and was written by Craig Iskowitz.
“Advisors are in the business to communicating and helping people grow and retain their assets through whatever lifestyle changes they may have. So communicating honestly and authentically is always a key.” –Maree Moscati, CEO, CopyTalk Holder of FINRA Series 24, 7 & 63 licenses, Maree spent 30 years exceeding her goals as a leader in […]
The post #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati appeared first on and was written by Craig Iskowitz.
“Advisors are in the business to communicating and helping people grow and retain their assets through whatever lifestyle changes they may have. So communicating honestly and authentically is always a key.” –Maree Moscati, CEO, CopyTalk Holder of FINRA Series 24, 7 & 63 licenses, Maree spent 30 years exceeding her goals as a leader in […]
The post #ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on and was written by Craig Iskowitz.
“The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years, these firms have been able to digitally connect with their constituents.” –Bill Capuzzi, CEO, […]
The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on and was written by Craig Iskowitz.
“The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years, these firms have been able to digitally connect with their constituents.” –Bill Capuzzi, CEO, […]
The post #ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on and was written by Craig Iskowitz.
“I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There’s some cost to all of this technology and it’s fair to say in this economy, can I skimp on […]
The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on and was written by Craig Iskowitz.
“I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There’s some cost to all of this technology and it’s fair to say in this economy, can I skimp on […]
The post #ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter appeared first on and was written by Craig Iskowitz.
“If you’re focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless of what social media platform you’re on. It’s always valuable to pay attention to people.” — Jay Palter, Chief Engagement Officer of Jay Palter Social Advisory Ten years ago, Jay […]
The post #ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter appeared first on and was written by Craig Iskowitz.
“If you’re focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless of what social media platform you’re on. It’s always valuable to pay attention to people.” — Jay Palter, Chief Engagement Officer of Jay Palter Social Advisory Ten years ago, Jay […]
The post #ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 43: Female Leaders in Technology appeared first on and was written by Craig Iskowitz.
“Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who’s going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position.” — Christina Townsend, Head of Platform Strategy for Advisor Solutions, BNY Mellon […]
The post #ItzOnWealthTech Ep. 43: Female Leaders in Technology appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 43: Female Leaders in Technology appeared first on and was written by Craig Iskowitz.
“Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who’s going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position.” — Christina Townsend, Head of Platform Strategy for Advisor Solutions, BNY Mellon […]
The post #ItzOnWealthTech Ep. 43: Female Leaders in Technology appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology. The whole premise of T3 was bring your developers to the booth. Don’t bring your salespeople.” — Joel […]
The post #ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology. The whole premise of T3 was bring your developers to the booth. Don’t bring your salespeople.” — Joel […]
The post #ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience appeared first on and was written by Craig Iskowitz.
“What we’re trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to be able to create a unicorn experience. Paint the picture, if you […]
The post #ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience appeared first on and was written by Craig Iskowitz.
“What we’re trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to be able to create a unicorn experience. Paint the picture, if you […]
The post #ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
“There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much sand is in our hourglass, we don’t know how much is left, but what we know is everything is paid in time.” — Burt White, Managing Director of LPL Financial […]
The post #ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
“There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much sand is in our hourglass, we don’t know how much is left, but what we know is everything is paid in time.” — Burt White, Managing Director of LPL Financial […]
The post #ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt appeared first on and was written by Craig Iskowitz.
“Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier life of new tech. They have it easier just to scale, and also because of the socioeconomic drivers, because of the huge market and because of the high growth rate […]
The post #ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt appeared first on and was written by Craig Iskowitz.
“Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier life of new tech. They have it easier just to scale, and also because of the socioeconomic drivers, because of the huge market and because of the high growth rate […]
The post #ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo appeared first on and was written by Craig Iskowitz.
“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don’t choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still […]
The post #ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo appeared first on and was written by Craig Iskowitz.
“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don’t choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still […]
The post #ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan appeared first on and was written by Craig Iskowitz.
“We’ve developed methodologies that provide our clients with views on industry data that don’t currently exist.” — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience. She began her career with Cerulli Associates, then went on to launch her own firm, Dover Financial Research. She patterned with […]
The post #ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan appeared first on and was written by Craig Iskowitz.
“We’ve developed methodologies that provide our clients with views on industry data that don’t currently exist.” — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience. She began her career with Cerulli Associates, then went on to launch her own firm, Dover Financial Research. She patterned with […]
The post #ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson appeared first on and was written by Craig Iskowitz.
“Fee transparency should be every firm’s goal. Make sure that anybody working with you knows how their fees have been calculated and knows what they’re being charged for. Provide a good client statement that has all of the right data on it. That’s just good business.” — Seth Johnson, CEO, Redi2 Technologies Seth Johnson has […]
The post #ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson appeared first on and was written by Craig Iskowitz.
“Fee transparency should be every firm’s goal. Make sure that anybody working with you knows how their fees have been calculated and knows what they’re being charged for. Provide a good client statement that has all of the right data on it. That’s just good business.” — Seth Johnson, CEO, Redi2 Technologies Seth Johnson has […]
The post #ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center appeared first on and was written by Craig Iskowitz.
“The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the industry learning about because the tech was so bad. But now that the tech is getting so good, the hard part is putting it all […]
The post #ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center appeared first on and was written by Craig Iskowitz.
“The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the industry learning about because the tech was so bad. But now that the tech is getting so good, the hard part is putting it all […]
The post #ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast appeared first on and was written by Craig Iskowitz.
I can’t believe it’s been a year since I launched this podcast, but in the spirit and tradition of annual best-of’s, we’ve made a best-of the podcast from 2019. My staff and I poured over the audio and pulled some of the best clips from the year and compiled them here for your listening pleasure. […]
The post #ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast appeared first on and was written by Craig Iskowitz.
I can’t believe it’s been a year since I launched this podcast, but in the spirit and tradition of annual best-of’s, we’ve made a best-of the podcast from 2019. My staff and I poured over the audio and pulled some of the best clips from the year and compiled them here for your listening pleasure. […]
The post #ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs appeared first on and was written by Craig Iskowitz.
[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it’s too late. I think Schwab recognized that they weren’t able to […]
The post #ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs appeared first on and was written by Craig Iskowitz.
[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it’s too late. I think Schwab recognized that they weren’t able to […]
The post #ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference appeared first on and was written by Craig Iskowitz.
“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]
The post #ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference appeared first on and was written by Craig Iskowitz.
“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]
The post #ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on and was written by Craig Iskowitz.
“There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians’ commission system for the benefit of their clients because that’s how you look good as a fee-only advisor.” — Michael Kitces, Publisher, Nerd’s Eye View Michael Kitces began his career […]
The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on and was written by Craig Iskowitz.
“There is a large and growing stakeholder group of fee-only advisors that are locked in a battle with every custodial platform to game the custodians’ commission system for the benefit of their clients because that’s how you look good as a fee-only advisor.” — Michael Kitces, Publisher, Nerd’s Eye View Michael Kitces began his career […]
The post #ItzOnWealthTech Ep 31: Surely You Can’t Call It FinTech, It’s AdvisorTech! With Michael Kitces appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on and was written by Craig Iskowitz.
“In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth firms even makes the top 10.” — Josh Book, CEO, Parameter Insights Josh Book is the Founder and CEO of Parameter Insights, a data, research, and advisory services firm focused on delivering […]
The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on and was written by Craig Iskowitz.
“In the U.S. over the last six months, Acorns has been absolutely dominant driving Twitter impressions amongst consumers. Not a single incumbent wealth firms even makes the top 10.” — Josh Book, CEO, Parameter Insights Josh Book is the Founder and CEO of Parameter Insights, a data, research, and advisory services firm focused on delivering […]
The post #ItzOnWealthTech Ep 30: How Acorns Dominates Social Media with Josh Book, Parameter Insights appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on and was written by Craig Iskowitz.
“We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition process.” — Ray Mulligan, IFS Ray Mulligan brings more than 25 years of experience in consulting and financial services to IFS. As the company’s MD, Product Strategy, Ray manages product […]
The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on and was written by Craig Iskowitz.
“We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition process.” — Ray Mulligan, IFS Ray Mulligan brings more than 25 years of experience in consulting and financial services to IFS. As the company’s MD, Product Strategy, Ray manages product […]
The post #ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on and was written by Craig Iskowitz.
“One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […]
The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on and was written by Craig Iskowitz.
“One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […]
The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data appeared first on and was written by Craig Iskowitz.
“No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” — Robert Kirk, InterGen Data, Inc. Robert Kirk is a financial services industry executive with over 28 years of experience in wealth management, clearance and settlement, and brokerage. Throughout his career, he has […]
The post #ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data appeared first on and was written by Craig Iskowitz.
“No one buys insurance because it’s on sale; you buy insurance because you bought something, you broke something, or you created something.” — Robert Kirk, InterGen Data, Inc. Robert Kirk is a financial services industry executive with over 28 years of experience in wealth management, clearance and settlement, and brokerage. Throughout his career, he has […]
The post #ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group appeared first on and was written by Craig Iskowitz.
“Today’s messaging is more about strengthening relationships between advisors and their clients and less about financial expertise or market returns that were value props in the past.” — April Rudin, The Rudin Group Founder and President of The Rudin Group, April Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management […]
The post #ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group appeared first on and was written by Craig Iskowitz.
“Today’s messaging is more about strengthening relationships between advisors and their clients and less about financial expertise or market returns that were value props in the past.” — April Rudin, The Rudin Group Founder and President of The Rudin Group, April Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management […]
The post #ItzOnWealthTech Ep 26: Reanimating Lifeless Brands with April Rudin, The Rudin Group appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.
“Banking, as it is today, is moving sideways from manufacturing to being just a feature.” — Lex Sokolin, ConsenSys Lex Sokolin is a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a […]
The post #ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.
“Banking, as it is today, is moving sideways from manufacturing to being just a feature.” — Lex Sokolin, ConsenSys Lex Sokolin is a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a […]
The post #ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on and was written by Craig Iskowitz.
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […]
The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on and was written by Craig Iskowitz.
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […]
The post #WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial appeared first on and was written by Craig Iskowitz.
“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is not convenient, why have it in there?” — Rob Pettman, LPL Financial “If we can get advisors really happy faster, why wouldn’t we just reorganize things to do that?” — […]
The post #ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial appeared first on and was written by Craig Iskowitz.
“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is not convenient, why have it in there?” — Rob Pettman, LPL Financial “If we can get advisors really happy faster, why wouldn’t we just reorganize things to do that?” — […]
The post #ItzOnWealthTech Bonus Episode: A Maniacal Focus on Advisor Convenience at LPL Financial appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend appeared first on and was written by Craig Iskowitz.
“The days of reading a user manual are gone. There isn’t even time to watch a YouTube video. You have to find alternative ways to get people to use your technology.” — Christina Townsend, BNY Mellon | Pershing Christina Townsend is Head of Platform Strategy at BNY Mellon | Pershing Advisor Solutions. Her team works […]
The post #ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend appeared first on and was written by Craig Iskowitz.
“The days of reading a user manual are gone. There isn’t even time to watch a YouTube video. You have to find alternative ways to get people to use your technology.” — Christina Townsend, BNY Mellon | Pershing Christina Townsend is Head of Platform Strategy at BNY Mellon | Pershing Advisor Solutions. Her team works […]
The post #ItzOnWealthTech Ep 23: How to Turn Competitors into Frenemies And Help Clients Succeed with Christina Townsend appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz.
“Digital wealth has to be one leg of the digital strategy a bank might have. So it’s going to be payments, it’s going to be mobiles, it’s going to be banking, and it’s going to be wealth management. They have to be coordinated together, because it has to be driven according to the expectations and […]
The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz.
“Digital wealth has to be one leg of the digital strategy a bank might have. So it’s going to be payments, it’s going to be mobiles, it’s going to be banking, and it’s going to be wealth management. They have to be coordinated together, because it has to be driven according to the expectations and […]
The post #ItzOnWealthTech Ep 22: The Third Wave of Digital Advice with Margaret Hartigan, CEO of Marstone appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on and was written by Craig Iskowitz.
“It has nothing to do with how smart you are, what school you went to, or how many PhDs you have in your innovation lab. If your team can’t emotionally deal with the prospect of failing and having to wear egg on your face for five minutes, it’s going to be difficult.” — Davyde Wachell, […]
The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on and was written by Craig Iskowitz.
“It has nothing to do with how smart you are, what school you went to, or how many PhDs you have in your innovation lab. If your team can’t emotionally deal with the prospect of failing and having to wear egg on your face for five minutes, it’s going to be difficult.” — Davyde Wachell, […]
The post #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz.
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very nervous.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […]
The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz.
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very nervous.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […]
The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on and was written by Craig Iskowitz.
“It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services digitally.” — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility for their overall business strategy and management. In his over nine years at […]
The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on and was written by Craig Iskowitz.
“It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to expect access to our services digitally.” — Simon Roy, Jemstep, Inc. Simon Roy is President and CEO of Jemstep and has responsibility for their overall business strategy and management. In his over nine years at […]
The post #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market appeared first on and was written by Craig Iskowitz.
“Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, ETrade Advisor Services James Capps joined ETRADE Advisor Services (formerly Trust Company of America) in November 2014 and serves as VP of Technology, responsible for the technical vision, development, and operation of the firm’s network architecture and technology […]
The post #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market appeared first on and was written by Craig Iskowitz.
“Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, ETrade Advisor Services James Capps joined ETRADE Advisor Services (formerly Trust Company of America) in November 2014 and serves as VP of Technology, responsible for the technical vision, development, and operation of the firm’s network architecture and technology […]
The post #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins appeared first on and was written by Craig Iskowitz.
“I am a true believer that using technology and using it well is going to help you grow your business, it’s going to help you create scale and efficiency, and it’s going to help you deepen your relationships.” — Tricia Haskins With more than 20 years of experience in financial services, Tricia Haskins leads the […]
The post #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins appeared first on and was written by Craig Iskowitz.
“I am a true believer that using technology and using it well is going to help you grow your business, it’s going to help you create scale and efficiency, and it’s going to help you deepen your relationships.” — Tricia Haskins With more than 20 years of experience in financial services, Tricia Haskins leads the […]
The post #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade appeared first on and was written by Craig Iskowitz.
“The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja, Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade, where she has worked since 2014 after spending ten […]
The post #WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade appeared first on and was written by Craig Iskowitz.
“The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja, Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade, where she has worked since 2014 after spending ten […]
The post #WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz.
“I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business.” — Robb Baldwin Robb Baldwin is the founder […]
The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz.
“I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business.” — Robb Baldwin Robb Baldwin is the founder […]
The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on and was written by Craig Iskowitz.
“Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of the […]
The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on and was written by Craig Iskowitz.
“Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of the […]
The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on and was written by Craig Iskowitz.
“The regulators aren’t asking that you have the best performance or be the smartest firm in the world, they’re asking you to self-actualize and be the best you can be from a compliance standpoint.” — Jeff Cowley, Chief Technology Officer, InvestEdge Jeff is a wealth management technology executive at InvestEdge, with 20 years of experience […]
The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on and was written by Craig Iskowitz.
“The regulators aren’t asking that you have the best performance or be the smartest firm in the world, they’re asking you to self-actualize and be the best you can be from a compliance standpoint.” — Jeff Cowley, Chief Technology Officer, InvestEdge Jeff is a wealth management technology executive at InvestEdge, with 20 years of experience […]
The post #ItzOnWealthTech Ep 13: Achieving Compliance Self-Actualization Through RegTech appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses appeared first on and was written by Craig Iskowitz.
“Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP can add some value.” — Dermot O’Mahony, Global Head of Software at Morningstar Dermot is a SaaS-focused product executive with a track record for identifying high potential market opportunities within […]
The post #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses appeared first on and was written by Craig Iskowitz.
“Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP can add some value.” — Dermot O’Mahony, Global Head of Software at Morningstar Dermot is a SaaS-focused product executive with a track record for identifying high potential market opportunities within […]
The post #ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj appeared first on and was written by Craig Iskowitz.
“There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is with David Lyon, CEO of Oranj, a Chicago-based provider of digital technology solutions for financial advisors. Here are a few of my interviews with previous winners: Brian McLaughlin, CEO of Redtail […]
The post #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj appeared first on and was written by Craig Iskowitz.
“There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is with David Lyon, CEO of Oranj, a Chicago-based provider of digital technology solutions for financial advisors. Here are a few of my interviews with previous winners: Brian McLaughlin, CEO of Redtail […]
The post #WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News appeared first on and was written by Craig Iskowitz.
“Seamless integration – what does that mean? It’s like saying jumbo shrimp. It’s an oxymoron because there aren’t any truly seamless integrations.” — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations, and workflow building. As […]
The post #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News appeared first on and was written by Craig Iskowitz.
“Seamless integration – what does that mean? It’s like saying jumbo shrimp. It’s an oxymoron because there aren’t any truly seamless integrations.” — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations, and workflow building. As […]
The post #ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on and was written by Craig Iskowitz.
“Digital adoption is a one-way street in all markets. People don’t install Uber, try it, then delete it and say, ‘I’m going to go back to hailing cabs.’ That doesn’t happen.” — Randy Bullard Randy Bullard leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of […]
The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on and was written by Craig Iskowitz.
“Digital adoption is a one-way street in all markets. People don’t install Uber, try it, then delete it and say, ‘I’m going to go back to hailing cabs.’ That doesn’t happen.” — Randy Bullard Randy Bullard leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was one of […]
The post #ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services appeared first on and was written by Craig Iskowitz.
“Rebalancing isn’t just an automated process to achieve target allocations, it enables customization of client portfolios at scale.” — Ryan Donovan Ryan Donovan joined Orion Advisor Services in 2014 with the goal of empowering advisors in the northeast and furthering Orion’s regional presence. Prior to joining Orion, Ryan had been a Vice President with Citigroup […]
The post #ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services appeared first on and was written by Craig Iskowitz.
“Rebalancing isn’t just an automated process to achieve target allocations, it enables customization of client portfolios at scale.” — Ryan Donovan Ryan Donovan joined Orion Advisor Services in 2014 with the goal of empowering advisors in the northeast and furthering Orion’s regional presence. Prior to joining Orion, Ryan had been a Vice President with Citigroup […]
The post #ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners appeared first on and was written by Craig Iskowitz.
“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […]
The post #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners appeared first on and was written by Craig Iskowitz.
“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […]
The post #ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack appeared first on and was written by Craig Iskowitz.
“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]
The post #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack appeared first on and was written by Craig Iskowitz.
The post #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack appeared first on and was written by Craig Iskowitz.
“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]
The post #WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash appeared first on and was written by Craig Iskowitz.
“As a woman in the industry I’ve been able to make a difference, but it hasn’t always been easy.” — Cheryl Nash Cheryl Nash is the President of Fiserv Investment Services, the leader in financial services technology solutions serving the Managed Accounts and Global Institutional markets. Fiserv Wealth Management Solutions enables them to increase revenue, […]
The post #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash appeared first on and was written by Craig Iskowitz.
“As a woman in the industry I’ve been able to make a difference, but it hasn’t always been easy.” — Cheryl Nash Cheryl Nash is the President of Fiserv Investment Services, the leader in financial services technology solutions serving the Managed Accounts and Global Institutional markets. Fiserv Wealth Management Solutions enables them to increase revenue, […]
The post #ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna appeared first on and was written by Craig Iskowitz.
“In a digital world, seven years is about the same as two generations.” –- Ian McKenna Ian McKenna founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy, the firm focuses on how personal finance organizations can communicate more effectively with their customers and […]
The post #ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna appeared first on and was written by Craig Iskowitz.
“In a digital world, seven years is about the same as two generations.” –- Ian McKenna Ian McKenna founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy, the firm focuses on how personal finance organizations can communicate more effectively with their customers and […]
The post #ItzOnWealthTech Ep 4: Revolutionary Wealthtech with Ian McKenna appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern appeared first on and was written by Craig Iskowitz.
“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]
The post #ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern appeared first on and was written by Craig Iskowitz.
“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]
The post #ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman appeared first on and was written by Craig Iskowitz.
“Once you’re required by the courts to do anything, your ability to negotiate price is now gone.” –- Brian Edelman Brian Edelman is a nationally recognized cybersecurity expert specializing in the financial services industry. He is the CEO of FCI, a Managed Security Service Provider (MSSP), which he founded in 1995. FCI offers a comprehensive suite […]
The post #ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman appeared first on and was written by Craig Iskowitz.
“Once you’re required by the courts to do anything, your ability to negotiate price is now gone.” –- Brian Edelman Brian Edelman is a nationally recognized cybersecurity expert specializing in the financial services industry. He is the CEO of FCI, a Managed Security Service Provider (MSSP), which he founded in 1995. FCI offers a comprehensive suite […]
The post #ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
“Our industry is still evolving. The entrepreneurs and innovators can’t just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for Today (T3) […]
The post #ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
The post #ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.
“Our industry is still evolving. The entrepreneurs and innovators can’t just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for Today (T3) […]
The post #ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.