WealthTech Today

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...

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...

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 be...

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 practice...

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 M...

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 t...

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...

The post Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial appeared first on and was written by Craig Iskowitz . Come on in and sit back relax, you’re listening to Episode 158 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 Mana...

The post Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point 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] Topics Mentioned How to Know It’s Time to Replace Major Software Applications? Evaluation Criteria for Software Vendor Selection Why You Need...

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...

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, Cr...

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, Cra...

The post Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, 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...

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, fo...

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...

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 Isko...

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...

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,...