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. 161: Never Assume You Know the Market with Ryan...

WealthTech Today ·

2022/10/07

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 Management Technology. Our topic this month is Navigating the Markets. We’re […] The post Ep. 161: Never

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Ep. 160: September WealthTech News Roundup

WealthTech Today ·

2022/09/30

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 to Solutions for Simplifying Investment in Income and Protection Products RIA […] The post Ep. 160:

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Ep. 159: How to Measure Client Meeting Quality with...

WealthTech Today ·

2022/09/22

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 Management Technology. Our topic this month is Advisor Experience. We’re talking […] The post Ep. 159:

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Ep. 158: Don’t Bring Us Vaporware, with John Rajes,...

WealthTech Today ·

2022/09/16

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 Management Technology. Our topic this month is buying and implementing enterprise […] The post Ep. 158:

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Ep. 157: Don’t Go Broke! Tips for Keeping...

WealthTech Today ·

2022/09/08

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 a Technology Governance Committee Gathering Advisor Feedback Tips for Vetting Software Vendors Upgrade

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Ep. 156: August WealthTech News

WealthTech Today ·

2022/08/31

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 [16:50] Hearsay Social [25:40] Hootsuite [20:10] HubSpot [18:50] Marketo [18:50] Morningstar […] The post

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Ep. 155: Understanding Advisor Personas Makes Better...

WealthTech Today ·

2022/08/30

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, Craig Iskowitz, founder of Ezra Group consulting. This podcast features […] The post Ep. 155:

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Ep. 154: Embracing External Trends in the TAMP Space...

WealthTech Today ·

2022/08/11

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, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […] The post Ep. 154: Embracing External

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Ep. 153: When to Switch Technology Vendors with...

WealthTech Today ·

2022/08/04

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, founder of Ezra Group consulting. And this podcast […] The post Ep. 153: When to Switch

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Ep. 152: We Want to be the Shopify of TAMPs with Evan...

WealthTech Today ·

2022/07/28

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, founder of Ezra Group consulting. And this podcast […] The post Ep. 152: We Want to be the Shopify of

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Ep. 151: July WealthTech News

WealthTech Today ·

2022/07/25

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 Planning [19:25] DocuPace [22:00] Dropbox [10:47] Dynasty Financial [17:00] Echelon Partners [19:30]

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Ep. 150: How to Avoid Noise in ESG Data with Elena...

WealthTech Today ·

2022/07/14

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 Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 150: How to Avoid Noise in ESG

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Ep. 149: ESG Data is Only Valuable When People Can...

WealthTech Today ·

2022/07/07

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 Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 149: ESG Data is Only

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Ep. 148: Bringing Consensus to ESG Data with Ben...

WealthTech Today ·

2022/06/24

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, founder of Ezra Group consulting, and this podcast […] The post Ep. 148: Bringing Consensus to ESG Data

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Ep. 147: June News Roundup

WealthTech Today ·

2022/06/21

The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz. Companies Mentioned Adhesion Wealth [02:30] Asset-Map [29:30] AssetMark [02:30] Brinker [11:00] CogniCore [21:10] Envestnet [04:05] First Ascent [10:45] FPalpha [29:30] fpPathfinder [29:30] Lumiant [27:37] Morningstar [11:00] Orion [07:38] Pershing [13:12] Right Capital [31:15] Sawtooth [08:50] Schwab [10:15] SEI [11:00] SigFig [07:55] Simplicity Group [09:30] TD Ameritrade [10:15] TIFIN [26:17] Vestmark

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Ep. 146: Leveraging Artificial Intelligence to...

WealthTech Today ·

2022/06/09

The post Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors 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 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 146: Leveraging

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Ep. 145: Big Data as a Service is the Next Big Thing...

WealthTech Today ·

2022/06/02

The post Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence 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 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 145: Big Data as a

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Ep. 144: Artificial Intelligence Powered CRM with...

WealthTech Today ·

2022/05/26

The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology 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 144 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 144:

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Ep. 143: May News: Twenty Terrific Takeaways from the...

WealthTech Today ·

2022/05/24

The post Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference appeared first on and was written by Craig Iskowitz. Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder of Ezra Group consulting. And our May News this month is all about the T3 conference, held May 2-4 outside of Dallas, Texas, a city that I love to visit, […] The post Ep. 143: May News: Twenty Terrific Takeaways from the T3

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Ep. 142: Connecting the Dots by Acquiring the Right...

WealthTech Today ·

2022/05/13

The post Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you’re listening to episode 142 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 I was at the Envestnet Advisor Summit […] The post Ep. 142:

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WealthTech Today

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