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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. 102: The Rise of Alternate Marketplaces with...

WealthTech Today ·

2021/06/17

The post Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets appeared first on and was written by Elana Iskowitz. “Financial advisors are looking to differentiate their value to clients as we are on the precipice of the largest wealth transfer in history. I think the playbooks for the next 5, 10, 20 years in the financial advice business will most likely be different than the playbooks from the past. I think a part of […] The post Ep. 102: The Rise of Alternate Marketplaces

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Ep. 101: June WealthTech News Roundup

WealthTech Today ·

2021/06/08

The post Ep. 101: June WealthTech News Roundup appeared first on and was written by Elana Iskowitz. Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […] The post Ep. 101: June

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Ep. 100: The T3 Conference is a Wealthtech Startup...

WealthTech Today ·

2021/05/27

The post Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz. “One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of attention. I get calls from probably 30, 40, 50 of those firms. We don’t want them all at T3 because a lot of them, we just think, don’t have legs. […] The post Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel

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Ep. 99: Digitizing the Back Office of Wealth...

WealthTech Today ·

2021/05/20

The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz. “When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […] The post Ep. 99: Digitizing the Back Office of Wealth

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Ep. 98 – Taking the Emotion Out of College Planning...

WealthTech Today ·

2021/05/14

The post Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro appeared first on and was written by Elana Iskowitz. “There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of reactive using our predicted outcomes that provide about 90% accuracy for out of pocket costs, and we can have those conversations when they’re a sophomore of a junior, not when […] The post Ep. 98 – Taking

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Ep. 97: When One Door Closes, Another Opens – May...

WealthTech Today ·

2021/05/03

The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz. Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and

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Ep. 96: Converting Tax Returns Into Actionable...

WealthTech Today ·

2021/04/27

The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz. “How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […] The post Ep. 96: Converting Tax Returns Into Actionable

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Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin,...

WealthTech Today ·

2021/04/15

The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology appeared first on and was written by Craig Iskowitz. “If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits. We all created routines the past year or so while we’ve been stuck at home that we would love to break out of. But travel is coming back! I’m seeing […] The post Ep. 95: Travel Gadget Geek-Out with

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Ep. 94: Building Invisible Digital Infrastructure...

WealthTech Today ·

2021/04/09

The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz. “We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end pipes and plumbing, but I’ve observed that it is actually an area where there has been precious little innovation, and perhaps not as much investment in bringing forward the best […] The post Ep. 94: Building

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Ep. 93: Putting the Puzzle Pieces Together – April...

WealthTech Today ·

2021/04/01

The post Ep. 93: Putting the Puzzle Pieces Together – April News Roundup appeared first on and was written by Craig Iskowitz. “The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management technology related news. Four of them are acquisitions. This is not a new trend as we see a constant boom and bust cycle in almost every industry. A recurring theme […] The post Ep

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