WealthTech Today

By Craig IskowitzNews Tech News

WealthTech Today episodes

December 31, 2024 Ep. 269: December WealthTech News
The post Ep. 269: December WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 269 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features news and updates around Wealth Management Technology, and this is our December news update. We missed last month’s news – the month went by […]
The post Ep. 269: December WealthTech News appeared first on and was written by Elana Iskowitz.
1 hr 1 min
December 17, 2024 Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak
The post Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 268 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 Joe Mrak, CEO of […]
The post Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak appeared first on and was written by Elana Iskowitz.
33 min
December 10, 2024 Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group
The post Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 267 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 Frank Smith, CEO of […]
The post Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group appeared first on and was written by Elana Iskowitz.
45 min
November 27, 2024 Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify
The post Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 266 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 Ashley M Fox CEO […]
The post Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify appeared first on and was written by Elana Iskowitz.
30 min
November 19, 2024 Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy
The post Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 265 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 the one and only […]
The post Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy appeared first on and was written by Elana Iskowitz.
31 min
November 12, 2024 Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration
The post Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 264 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 guests for this episode were Kevin Adams and Ryan […]
The post Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration appeared first on and was written by Elana Iskowitz.
39 min
November 04, 2024 Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth
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 Growth. Terri […]
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.
30 min
October 24, 2024 Ep. 262: October WealthTech News
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 News appeared first on and was written by Elana Iskowitz.
40 min
October 17, 2024 Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
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 […]
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.
37 min
October 10, 2024 Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map
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 […]
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.
0 min