WealthTech Today

By Craig IskowitzNews Tech News

WealthTech Today episodes

October 03, 2024 Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech
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 Eisinger, Head […]
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.
38 min
September 26, 2024 Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity
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 episode was Suzy Daly, product area […]
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.
28 min
September 19, 2024 Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors
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 Kourtidis, founder and […]
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.
35 min
September 16, 2024 Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t
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, CEO […]
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.
34 min
September 10, 2024 Ep. 255: September WealthTech News
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 written by Elana Iskowitz.
55 min
August 29, 2024 Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton
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, founder and […]
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.
39 min
August 22, 2024 Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine
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 none other than […]
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.
34 min
August 16, 2024 Ep. 252: August WealthTech News
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 written by Elana Iskowitz.
42 min
August 08, 2024 Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios
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 Tousignant, […]
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.
35 min
August 01, 2024 Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink
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. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink appeared first on and was written by Elana Iskowitz.
35 min