WealthTech Today

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 trend...

The post Ep. 215: The Chicken and the Egg Problem with Alto 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 we...

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 w...

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 wealt...

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 manageme...

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...

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, a...

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...

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 m...

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 an...

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,...

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...

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 t...

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...

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 mana...

The post Ep. 201: The Evolution of Estate Planning: A Conversation with 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,...

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 arou...

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 pract...

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...

The post Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory appeared first on and was written by Craig Iskowitz . “And so the decision was made of 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 a...

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...

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 ge...

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...

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 practi...

The post Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx appeared first on and was written by Craig 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...