WealthTech Today

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...

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 o...

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...

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 abo...

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 o...

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 practi...

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 managem...

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...

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 o...

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 tren...

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 t...

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 techn...

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 trend...

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 l...

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,...

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, al...

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...

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 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 p...

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 practi...

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....

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 o...

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 . Envestnet’s Molly Weiss pulls back the curtain on how wealth management technology really works at scale. Listen as she shares insights on why some firms struggle with technology adoption and how the industry is movin...

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 manag...

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 w...