WealthTech Today

By Craig IskowitzNews Tech News

WealthTech Today episodes

July 25, 2024 Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig
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, CEO […]
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.
36 min
July 18, 2024 Ep. 248: July WealthTech News
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 Craig Iskowitz.
1 hr 6 min
July 11, 2024 Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt
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, head […]
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.
34 min
July 09, 2024 Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown
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. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown appeared first on and was written by Craig Iskowitz.
34 min
June 27, 2024 Ep. 245: June WealthTech News
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 Craig Iskowitz.
42 min
June 20, 2024 Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic
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 post Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic appeared first on and was written by Craig Iskowitz.
38 min
June 13, 2024 Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi
The post Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 243 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. This episode is part of our series called the […]
The post Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi appeared first on and was written by Craig Iskowitz.
35 min
June 06, 2024 Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto
The post Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 242 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. We have a great episode in store for you, I […]
The post Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto appeared first on and was written by Craig Iskowitz.
35 min
May 30, 2024 Ep. 241: May Wealthtech News
The post Ep. 241: May Wealthtech News appeared first on and was written by Craig Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 241 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our May news roundup, we have a bunch of interesting stories for […]
The post Ep. 241: May Wealthtech News appeared first on and was written by Craig Iskowitz.
1 hr 11 min
May 23, 2024 Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners
The post Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 240 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. This episode is part of our series on RIA tech […]
The post Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners appeared first on and was written by Craig Iskowitz.
0 min