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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. 141: The Anatomy of 401(k) Trading with Dave...

WealthTech Today ·

2022/05/05

The post Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you’re listening to episode 141 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 theme for this month is startups, we have […] The post Ep. 141: The Anatomy of

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Ep. 140: Automating Advisor Workflows with Anand...

WealthTech Today ·

2022/04/29

The post Ep. 140: Automating Advisor Workflows 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 140 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 theme for this month is startups, we went […] The post Ep. 140: Automating

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Ep. 139: The Connective Tissue Between Processes and...

WealthTech Today ·

2022/04/21

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 practices all around wealth management technology. Our theme for this month is startups, we went […] The

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Ep. 138: Orion Advisor Buys Redtail Technology with...

WealthTech Today ·

2022/04/20

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 and competitors. We also covered messaging from Redtail, current CRM market share, […] The post Ep

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Ep. 137: Scalable Tax Planning for Advisors with...

WealthTech Today ·

2022/04/14

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 wealth management technology. Our theme for this month is startups, we went […] The post Ep. 137:

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Ep. 136: April WealthTech News Roundup

WealthTech Today ·

2022/04/08

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 better business and technology decisions. […] The post Ep. 136: April WealthTech News Roundup appeared

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Ep. 135: 3 Reasons to Diversify Your Data Aggregation...

WealthTech Today ·

2022/04/01

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 of our eggs into one basket and to make sure that […] The post Ep. 135: 3 Reasons to Diversify Your Data

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Ep. 134: The Anatomy of a Healthy Client Data...

WealthTech Today ·

2022/03/17

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 needs of the user to view a net worth of their accounts. That’s […] The post Ep. 134: The Anatomy of a

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Ep. 133: March WealthTech News Roundup

WealthTech Today ·

2022/03/11

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 better business and technology decisions. […] The post Ep. 133: March WealthTech News Roundup appeared

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Ep. 132: Why a Data Warehouse Strategy is Table...

WealthTech Today ·

2022/03/03

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? And the eyes glaze and roll back. Most firms have not really thought […] The post Ep. 132: Why a Data

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Ep. 131: The Tower of Babel Webinar Recap with Jeff...

WealthTech Today ·

2022/02/24

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, founder of Ezra Group consulting, and this podcast […] The post Ep. 131: The Tower of Babel Webinar

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Ep. 130: The Perils of Layering Multiple Data Source,...

WealthTech Today ·

2022/02/17

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 rebalancing or trading system on top of a core system […] The post Ep. 130: The Perils of Layering Multiple

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Ep. 129: Garbage In, Garbage Out – Getting Your...

WealthTech Today ·

2022/02/15

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 it to a new provider for migration. Throw us […] The post Ep. 129: Garbage In, Garbage Out – Getting Your

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Ep. 128: February WealthTech News

WealthTech Today ·

2022/02/15

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 better business and technology decisions. […] The post Ep. 128: February WealthTech News appeared first on

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Ep. 127: $1 Million Worth of Platform Consolidation...

WealthTech Today ·

2022/01/27

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 startups there wasn’t fintechs per se. So we had to build […] The post Ep. 127: $1 Million Worth of

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Ep. 126: The 3 Biggest Pain Points of Platform...

WealthTech Today ·

2022/01/20

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 new platform. So let’s look at the processes holistically for something like […] The post Ep. 126: The 3

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Ep. 125: The Holy Grail of Platform Consolidation...

WealthTech Today ·

2022/01/13

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 technology as a means of spanning those. And that is hard again, but it does provide […] The post Ep. 125: The

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Ep. 124: January WealthTech News Roundup

WealthTech Today ·

2022/01/06

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 making better business and technology decisions. […] The post Ep. 124: January WealthTech News Roundup

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Ep. 123: Best of WealthTech Today 2021 Roundup

WealthTech Today ·

2021/12/30

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 management, asset management, and related areas. A quick shoutout […] The post Ep. 123: Best of WealthTech Today

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Ep. 122: Avoiding a Compliance Overload with Robert...

WealthTech Today ·

2021/12/23

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 confidence that it’s being managed. So one of the […] The post Ep. 122: Avoiding a Compliance Overload

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