WealthTech Today

By Craig IskowitzNews Tech News

WealthTech Today episodes

August 25, 2023 Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce
The post Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 199 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 around Wealth Management Technology. My guest for this episode is Susan Emerson. Susan […]
The post Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce appeared first on and was written by Craig Iskowitz.
42 min
August 21, 2023 Ep. 198: August WealthTech News
The post Ep. 198: August WealthTech News appeared first on and was written by Elana Iskowitz.
Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman Sachs making headlines for all the wrong reasons, plus our regular updates on the WealthTech integration scores, and the Kitces-Ezra Group advisor tech map, but before I start, let me […]
The post Ep. 198: August WealthTech News appeared first on and was written by Elana Iskowitz.
45 min
August 10, 2023 Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory
The post Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory appeared first on and was written by Craig Iskowitz.
“And so the decision was made of what if you could start over what if you could have a clean foundation, and you could very thoughtfully construct this this platform where you put And advisor independence at the core and the nucleus. Drive all of the services and all of the experiences for advisors with […]
The post Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory appeared first on and was written by Craig Iskowitz.
39 min
August 07, 2023 Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor
The post Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 196 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 around Wealth Management Technology. My guest for this episode is Sindhu Joseph from […]
The post Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor appeared first on and was written by Craig Iskowitz.
41 min
July 28, 2023 Ep. 195: July WealthTech News
The post Ep. 195: July WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in, sit back and relax. You’re listening to episode 195 of The WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. But before we get started with the news, I have […]
The post Ep. 195: July WealthTech News appeared first on and was written by Elana Iskowitz.
42 min
July 27, 2023 Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor
The post Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 194 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 around Wealth Management Technology. My guest for this episode is Sheryl O’Connor, from […]
The post Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor appeared first on and was written by Craig Iskowitz.
36 min
July 14, 2023 Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth
The post Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 193 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 around Wealth Management Technology. I’m pumped for my guest of this episode, which […]
The post Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth appeared first on and was written by Craig Iskowitz.
53 min
July 06, 2023 Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx
The post Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 192 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 around Wealth Management Technology. I had a fun conversation with today’s guest Lacey […]
The post Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx appeared first on and was written by Craig Iskowitz.
34 min
July 03, 2023 Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management
The post Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 191 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 around Wealth Management Technology. This episode is part of our series on RIA […]
The post Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management appeared first on and was written by Craig Iskowitz.
33 min
June 26, 2023 Ep. 190: June WealthTech News
The post Ep. 190: June WealthTech News appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax. You’re listening to episode 190 of The Wealth Tech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. Welcome to our monthly episode of News, we have […]
The post Ep. 190: June WealthTech News appeared first on and was written by Craig Iskowitz.
52 min