PODCAST

WealthTech Today

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

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All Episodes

Ep. 182: A Hungry and Humble RIA with Brad Genser,...

WealthTech Today ·

2023/04/07

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 Technology. My guest today is Brad Genser, Founder and CTO […] The post Ep. 182: A Hungry and Humble RIA

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Ep. 181: March WealthTech News

WealthTech Today ·

2023/03/24

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 roundup. […] The post Ep. 181: March WealthTech News appeared first on and was written by Craig

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Ep. 180: Building 100,000 Portfolios via APIs with...

WealthTech Today ·

2023/03/16

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 Wealth Management Technology. My guest today is Phil Taylor, President and Chief […] The post Ep. 180:

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Ep. 179: Making Conscious Technology Decisions with...

WealthTech Today ·

2023/03/09

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 Wealth Management Technology. Today we have an interview with Doug Besso, CTO […] The post Ep. 179: Making

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Ep. 178: Lessons Learned from Integrating Multiple...

WealthTech Today ·

2023/02/23

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 practices all around Wealth Management Technology. Before we get into the interview, if you are […] The

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Ep. 177: Wealth Management Industry Predictions for...

WealthTech Today ·

2023/02/17

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 Management Technology. Before we get into the interview, if you are […] The post Ep. 177: Wealth

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Ep. 176: What Wealthtech Firms Can Learn From Global...

WealthTech Today ·

2023/02/10

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 practices all around Wealth Management Technology. Before we get into the interview, if you are […] The post

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Ep. 175: February Wealthtech News

WealthTech Today ·

2023/02/06

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 into the […] The post Ep. 175: February Wealthtech News appeared first on and was written by Elana

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Ep. 174: Pershing X Goes All In On Financial...

WealthTech Today ·

2023/01/27

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 Wealth Management Technology. This episode is part of our ongoing series focusing […] The post Ep. 174:

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Ep. 173: How the IRS Can Help Advisors Onboard New...

WealthTech Today ·

2023/01/12

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 analysis on the trends and best practices all around Wealth Management Technology. Before we get into the

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Ep. 172: Top 10 Most Downloaded Episodes of 2022 –...

WealthTech Today ·

2023/01/05

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-depth discussions, and lively conversations all around wealth management technology. This is […] The post

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Ep. 171: Top 10 Most Downloaded Episodes of 2022 –...

WealthTech Today ·

2022/12/30

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-depth discussions, and lively conversations all around wealth management technology. This is […] The post

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Ep 170: December WealthTech News

WealthTech Today ·

2022/12/26

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 very last […] The post Ep 170: December WealthTech News appeared first on and was written by Craig

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Ep. 169: Why Advice Engagement is the Most Important...

WealthTech Today ·

2022/12/08

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 all around Wealth Management Technology. Before we get into the interview, if you are […] The post Ep

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Ep. 168: Trust the Process: Why Advisors Should Let...

WealthTech Today ·

2022/12/01

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 analysis on the trends and best practices all around Wealth Management Technology. Before we get into the

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Ep. 167: Dimensional Launches New SMA Platform to...

WealthTech Today ·

2022/11/18

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 Wealth Management Technology. Much of this technology is designed to support […] The post Ep. 167:

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Ep. 166: Don’t Wing It: 5 Tips for the Enterprise...

WealthTech Today ·

2022/11/11

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 practices all around Wealth Management Technology. This episode is part of our ongoing series called […] The

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Ep. 165: November News Roundup

WealthTech Today ·

2022/11/05

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 roundup, where I go through […] The post Ep. 165: November News Roundup appeared first on and was

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Ep. 164: An Opportunity to Influence the Future of...

WealthTech Today ·

2022/10/31

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 best practices all around Wealth Management Technology. Before we get into the interview, if you are

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Ep. 162: One Size Shoe Doesn’t Fit Every Integration...

WealthTech Today ·

2022/10/14

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 practices all around Wealth Management Technology. Our topic this month is leaders in integration I […] The post

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WealthTech Today

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