WealthTech Today

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 pra...

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...

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...

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...

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...

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 ne...

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...

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?...

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,...

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 rebal...

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 i...

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 bette...

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...

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 ne...

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 techno...

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 makin...

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 managemen...

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...

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 t...

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...

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 maki...

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. 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 m...

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...

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-b...