WealthTech Today

By Craig IskowitzNews Tech News

WealthTech Today episodes

May 09, 2024 Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360
The post Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to Episode 239 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 Breakaway Blueprint series, where […]
The post Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.
29 min
May 02, 2024 Ep. 238: Breakaway Blueprint with Morningstar Office
The post Ep. 238: Breakaway Blueprint with Morningstar Office appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 238 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 breakaway […]
The post Ep. 238: Breakaway Blueprint with Morningstar Office appeared first on and was written by Craig Iskowitz.
38 min
April 25, 2024 Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions
The post Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 237 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 Kevin Darlington, General […]
The post Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions appeared first on and was written by Craig Iskowitz.
35 min
April 18, 2024 Ep. 236: April WealthTech News
The post Ep. 236: April WealthTech News appeared first on and was written by Craig Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 236 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 April news roundup, we’ve got a lot to cover here. We’re […]
The post Ep. 236: April WealthTech News appeared first on and was written by Craig Iskowitz.
1 hr 22 min
April 11, 2024 Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials
The post Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 235 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 Stephen Daffron, […]
The post Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials appeared first on and was written by Craig Iskowitz.
34 min
April 04, 2024 Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire
The post Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 234 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 was Pershing’s Chief […]
The post Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire appeared first on and was written by Craig Iskowitz.
31 min
March 28, 2024 Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman
The post Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 233 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 Ryan Eisenman, […]
The post Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman appeared first on and was written by Craig Iskowitz.
31 min
March 21, 2024 Ep. 232: March WealthTech News
The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 232 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 March news roundup, where I read the news give you my […]
The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz.
1 hr 8 min
March 14, 2024 Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 231 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 is Mark Evans, […]
The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans appeared first on and was written by Craig Iskowitz.
37 min
March 07, 2024 Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial
The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 230 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 is Greg Gates, […]
The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz.
38 min