WealthTech Today

By Craig IskowitzNews Tech News

WealthTech Today episodes

January 11, 2024 Ep. 219: The WealthTech Today Podcast Best of 2023
The post Ep. 219: The WealthTech Today Podcast Best of 2023 appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 219 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 is the Best of 2023! We went […]
The post Ep. 219: The WealthTech Today Podcast Best of 2023 appeared first on and was written by Elana Iskowitz.
46 min
January 09, 2024 Ep. 218: January News Roundup
The post Ep. 218: January News Roundup appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 218 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. This is our January news update, I always […]
The post Ep. 218: January News Roundup appeared first on and was written by Elana Iskowitz.
45 min
January 04, 2024 Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT
The post Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 217 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. I’m excited to talk about our two guests for […]
The post Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT appeared first on and was written by Elana Iskowitz.
39 min
December 28, 2023 Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline
The post Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 216 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 Bobby Powell, VP […]
The post Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline appeared first on and was written by Craig Iskowitz.
35 min
December 21, 2023 Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA
The post Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 215 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 Eric Satz, founder […]
The post Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA appeared first on and was written by Elana Iskowitz.
31 min
December 15, 2023 Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP
The post Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 213 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 Sachin Shah, COO […]
The post Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP appeared first on and was written by Craig Iskowitz.
37 min
December 14, 2023 Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine
The post Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine appeared first on and was written by Elana Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 213 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 Rob Rickey, Chief […]
The post Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine appeared first on and was written by Elana Iskowitz.
34 min
December 07, 2023 Ep. 212: Navigating Private Markets with Marcus New, InvestX
The post Ep. 212: Navigating Private Markets with Marcus New, InvestX appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 212 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 Marcus New, the […]
The post Ep. 212: Navigating Private Markets with Marcus New, InvestX appeared first on and was written by Craig Iskowitz.
45 min
December 01, 2023 Ep. 211: November WealthTech News
The post Ep. 211: November WealthTech News appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 211 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. Welcome to our November News Review. I’ve got […]
The post Ep. 211: November WealthTech News appeared first on and was written by Craig Iskowitz.
46 min
November 16, 2023 Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth
The post Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 210 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 the man, the […]
The post Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth appeared first on and was written by Craig Iskowitz.
41 min