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. 263: Partners in the Foxhole: Rise Growth’s...

WealthTech Today ·

2024/11/04

The post Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 263 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 about wealth management technology. My guest today is Terri Kallsen, from Rise

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Ep. 262: October WealthTech News

WealthTech Today ·

2024/10/24

The post Ep. 262: October WealthTech News appeared first on and was written by Elana Iskowitz.Welcome to Episode 262 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 around Wealth Management Technology. Today’s episode is our October news roundup, and we’re simply overflowing with WealthTech stories, so let’s jump right in. […] The post Ep. 262: October WealthTech

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Ep. 261: Decoding WealthTech: Key Trends Shaping the...

WealthTech Today ·

2024/10/17

The post Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 261 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 about wealth management technology. My guest for this episode was Chip Roame, founder of

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Ep. 260: Wealth Whisperers: The Silent Revolution in...

WealthTech Today ·

2024/10/10

The post Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 260 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 about wealth management technology. My guest for this episode was Adam Holt, founder and

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Ep. 259: The Future of Custody: Frictionless...

WealthTech Today ·

2024/10/03

The post Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 259 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 about wealth management technology. My guest for this episode was Olivia

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Ep. 258: Innovation and Integration: How FMAX is...

WealthTech Today ·

2024/09/26

The post Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 258 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 about wealth management technology. My guest for this

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Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware...

WealthTech Today ·

2024/09/19

The post Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 257 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 about wealth management technology. My guest for this episode was Iraklis

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Ep. 256: Gaining A Competitive Edge:...

WealthTech Today ·

2024/09/16

The post Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 256 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 about wealth management technology. My guest on this episode is Dr. Dan Rosen,

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Ep. 255: September WealthTech News

WealthTech Today ·

2024/09/10

The post Ep. 255: September WealthTech News appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 255 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our August news roundup I’m pretty excited to jump in. This is […] The post Ep. 255: September WealthTech News appeared first on and was

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Ep. 254: Casual, Connected, and Content-Rich: The...

WealthTech Today ·

2024/08/29

The post Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 254 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 about wealth management technology. My guest for this episode was Matt Middleton,

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Ep. 253: Reshaping Client Engagement: How Integrated...

WealthTech Today ·

2024/08/22

The post Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 253 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 about wealth management technology. My guest for this episode was

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Ep. 252: August WealthTech News

WealthTech Today ·

2024/08/16

The post Ep. 252: August WealthTech News appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 252 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our August news roundup I’m pretty excited to jump in. We’ve got […] The post Ep. 252: August WealthTech News appeared first on and was

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Ep. 251: Revolutionizing Market Intelligence: An...

WealthTech Today ·

2024/08/08

The post Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 251 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 about wealth management technology. My guest for this episode was Jim

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Ep. 250: AI-Powered Sales Enablement for Wealth...

WealthTech Today ·

2024/08/01

The post Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 250 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 about wealth management technology. My guest today was Devon Drew, founder and […] The post Ep

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Ep. 249: Virtual Connections, Real Results:...

WealthTech Today ·

2024/07/25

The post Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig appeared first on and was written by Elana Iskowitz.Come on in, sit back and relax. You’re listening to Episode 249 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 about wealth management technology. My guest for this episode was Mike Sha,

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Ep. 248: July WealthTech News

WealthTech Today ·

2024/07/18

The post Ep. 248: July WealthTech News appeared first on and was written by Craig Iskowitz.Come on in, sit back and relax. You’re listening to Episode 248 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our July news roundup, We’ve got a lot of stories to cover, […] The post Ep. 248: July WealthTech News appeared first on and was written by

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Ep. 247: Digitizing Philanthropy: AssetMark Launches...

WealthTech Today ·

2024/07/11

The post Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt appeared first on and was written by Craig Iskowitz.Come on in, sit back and relax. You’re listening to Episode 247 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 about wealth management technology. My guest for this episode was David McNatt,

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Ep. 246: Maximizing KPIs Through Advanced Analytics...

WealthTech Today ·

2024/07/09

The post Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax. You’re listening to Episode 246 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 about wealth management technology. My guest for this episode was Franklin Tsung from […] The post Ep

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Ep. 245: June WealthTech News

WealthTech Today ·

2024/06/27

The post Ep. 245: June WealthTech News appeared first on and was written by Craig Iskowitz.Come on in, sit back and relax. You’re listening to Episode 245 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our June news roundup, We’ve got a lot of stories to cover, […] The post Ep. 245: June WealthTech News appeared first on and was written by

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Ep. 244: How Open Architecture Fuels Growth for...

WealthTech Today ·

2024/06/20

The post Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic appeared first on and was written by Craig Iskowitz.Come on in, sit back and relax. You’re listening to Episode 244 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 about wealth management technology. My guest for this episode was Shannon Larson, SVP […] The

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WealthTech Today

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