WealthTech Today

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...

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...

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...

The post Ep. 188: Scaling Success: How Compliance Tech Drives Business Growth with 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 b...

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 practice...

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 pr...

The post Ep 184: May WealthTech News appeared first on and was written by Craig 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 m...

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...

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...

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...

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 Weal...

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 Wea...

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...

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...

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 prac...

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 i...

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...

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 analysi...

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-dept...

The post Ep. 171: 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-dept...

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 ve...

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...

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 an...

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 Weal...

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 practice...