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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

#ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App...

WealthTech Today ·

2021/01/18

The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz. “There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice who don’t know where to turn. Helping them to lay the foundations for a healthy financial life by understanding the key tenants and […] The post

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#ItzOnWealthTech Ep. 80: Best of 2020 – Part 2

WealthTech Today ·

2021/01/04

The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on and was written by Craig Iskowitz. Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting company called Ezra Group. We are experts in everything related to wealthtech, and this is where I usually give our standard marketing pitch, but instead I’m going to sneak in […] The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on

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47:02

#ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for...

WealthTech Today ·

2020/12/24

The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz. “Our goal is to make sure that every single person that touches this platform, irrespective of who it is, if it’s an advisor, if it’s an asset manager, if it’s a company, if it’s the employees of those companies, every person has to be better with Vestwell than without. And that’s something we focus on […] The post #ItzOnWealthTech Ep. 79:

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#ItzOnWealthTech Ep. 78: 7 Secrets for a Successful...

WealthTech Today ·

2020/12/17

The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz. “The old man rubbed his hands: ‘Ah! A meta-subject! Using language to discuss language, there’s nothing better. I adore that’.” ― Laurent Binet, The Seventh Function of Language This episode is one that I’ve been talking with my team about doing for a while. I get a steady stream of questions about how I started […] The post

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#ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem...

WealthTech Today ·

2020/12/10

The post #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur appeared first on and was written by Craig Iskowitz. “What I think is different about our approach, firstly, is that we’re purpose built for decumulation. The second thing is that we’re built for what I call modern retirement. In the old days you had a pension, but you probably were only living until your early 80s. Today, the vast majority of our customers don’t […] The post

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#ItzOnWealthTech Ep. 76: Standing on the Edge of a...

WealthTech Today ·

2020/12/03

The post #ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare appeared first on and was written by Craig Iskowitz. “TAMPs are often the first thing that advisors outsource. They know that they aren’t very good at investments and they were very happy to turn to somebody who had some expertise in there. So what’s happened is that they’ve had to adopt and integrate more tools such as onboarding and proposal generation. I think the […] The post

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#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber...

WealthTech Today ·

2020/11/30

The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road appeared first on and was written by Craig Iskowitz. It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup of some of the top wealthtech news and we’ve got a terrific mix of stories to keep you on top of the latest industry updates. When is a custodian less […] The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber

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#ItzOnWealthTech Ep. 74: Not All Fintech Funding...

WealthTech Today ·

2020/11/20

The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz. “Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner in a journey that will inspire you, support you, push you. There’s so much capital being poured into our space right now. The check […] The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding

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#ItzOnWealthTech Ep. 73: Confessions of a Fintech...

WealthTech Today ·

2020/11/12

The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz. “Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […] The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex

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28:17

#ItzOnWealthTech Ep. 72: Finding the Right Fintech...

WealthTech Today ·

2020/11/06

The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz. “We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being there for advisors and helping them where they are in their practices. And we’re agnostic of platform, affiliation level. We’re really trying to help support advice and be the leader […] The post #ItzOnWealthTech Ep. 72: Finding the

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28:06

#ItzOnWealthTech Ep. 71: Dabbling in Disruption with...

WealthTech Today ·

2020/10/29

The post #ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai appeared first on and was written by Craig Iskowitz. “We are taking on AI-based innovation with a deep sense of social responsibility, but also combining a for-profit and a nonprofit at the same time. We recognize that what we do disrupts traditional jobs, or it has the potential to. Every AI company is, in a way, dabbling in disruption of the workforce. ” — […] The post #ItzOnWealthTech Ep. 71: Dabbling in

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37:32

#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1

WealthTech Today ·

2020/10/22

The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by Craig Iskowitz. Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of 2020 episode a little early, just in case. We had an incredible lineup of guests and it was difficult for the #ItzOnWealthtech team to decide who made the cut. We […] The post #ItzOnWealthTech Ep. 70: Best of 2020 – Part 1 appeared first on and was written by

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37:14

#ItzOnWealthTech Ep. 69: How Engines, Automation &...

WealthTech Today ·

2020/10/08

The post #ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management appeared first on and was written by Craig Iskowitz. It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […] The

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#ItzOnWealthTech Ep. 68: Delivering Meaningful...

WealthTech Today ·

2020/10/03

The post #ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood appeared first on and was written by Craig Iskowitz. “What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this data on user profiles and company profiles that cuts out the first ten conversations between any two parties because most of the questions they were going to ask are already […] The post #ItzOnWealthTech Ep. 68: Delivering

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#ItzOnWealthTech Ep. 67: The Start of the ESG Data...

WealthTech Today ·

2020/09/25

The post #ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout appeared first on and was written by Craig Iskowitz. “We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […] The

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40:53

#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The...

WealthTech Today ·

2020/09/17

The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant appeared first on and was written by Craig Iskowitz. “If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate digital assistant for an advisor so they can be much more efficient when they do their job. But going back to the conversation, we know who you are, we know […] The post #ItzOnWealthTech Ep. 66: AI-Powered Custodians

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41:42

#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech...

WealthTech Today ·

2020/09/10

The post #ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon appeared first on and was written by Craig Iskowitz. “We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it wouldn’t become a one-trick pony. It wasn’t just putting a bunch of strategist models on a shelf to make it easy for advisors to adopt into their practice. That’s a component, […] The post #ItzOnWealthTech

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29:07

#ItzOnWealthTech Ep. 64: Best of Breed Solutions are...

WealthTech Today ·

2020/08/27

The post #ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg appeared first on and was written by Craig Iskowitz. “The technology trend that we’re seeing is clients want fewer systems and fewer vendors. What we saw in the ’90s and the early 2000s was a shift to “best of breed” and firms were plagued with having to integrate and support many relationships and individual technologies and make sure they worked together.” –Yaela Shamberg, Co-Founder […] The post

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#ItzOnWealthTech Ep. 63: How to Avoid “The Race to...

WealthTech Today ·

2020/08/20

The post #ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE appeared first on and was written by Craig Iskowitz. “As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to average.” –Toussaint Bailey, CEO, Enso Wealth How can financial advisors break out of the race to an average technology stack and avoid creating a bland client experience? Is it possible […] The post #ItzOnWealthTech Ep

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37:21

#ItzOnWealthTech Ep. 62: Can Just Invest Deliver on...

WealthTech Today ·

2020/08/13

The post #ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0? appeared first on and was written by Craig Iskowitz. “I was always challenged to grow an analytics business that was confronted with the demise of active managers as their customer base. So in casting about looking for growth opportunities, I routinely came upon the US wealth segment as something that was undergoing significant demographic and technological change. And as we all know, changes in […] The post

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