WealthTech Today

By Craig IskowitzNews Tech News

WealthTech Today episodes

December 01, 2022 Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
The post Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 168 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. Before we get into the interview, if you are […]
The post Ep. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf appeared first on and was written by Craig Iskowitz.
35 min
November 18, 2022 Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit
The post Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 167 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. Much of this technology is designed to support […]
The post Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit appeared first on and was written by Craig Iskowitz.
39 min
November 11, 2022 Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken
The post Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 166 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 ongoing series called […]
The post Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken appeared first on and was written by Craig Iskowitz.
38 min
November 05, 2022 Ep. 165: November News Roundup
The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz.
Come on in, sit back and relax and listen to episode 165 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 around wealth. Management Technology. This episode is our news roundup, where I go through […]
The post Ep. 165: November News Roundup appeared first on and was written by Craig Iskowitz.
57 min
October 31, 2022 Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial
The post Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 164 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. Before we get into the interview, if you are […]
The post Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial appeared first on and was written by Craig Iskowitz.
42 min
October 14, 2022 Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech
The post Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, you’re listening to Episode 162 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. Our topic this month is leaders in integration I […]
The post Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech appeared first on and was written by Elana Iskowitz.
40 min
October 07, 2022 Ep. 161: Never Assume You Know the Market with Ryan George, Docupace
The post Ep. 161: Never Assume You Know the Market with Ryan George, Docupace appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 161 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. Our topic this month is Navigating the Markets. We’re […]
The post Ep. 161: Never Assume You Know the Market with Ryan George, Docupace appeared first on and was written by Craig Iskowitz.
36 min
September 30, 2022 Ep. 160: September WealthTech News Roundup
The post Ep. 160: September WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Topics Covered UBS and Wealthfront Mutually Agree to Terminate Merger Agreement Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products RIA […]
The post Ep. 160: September WealthTech News Roundup appeared first on and was written by Elana Iskowitz.
38 min
September 22, 2022 Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, you’re listening to Episode 159 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. Our topic this month is Advisor Experience. We’re talking […]
The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.
0 min
September 16, 2022 Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial
The post Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial appeared first on and was written by Craig Iskowitz.
Come on in and sit back relax, you’re listening to Episode 158 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. Our topic this month is buying and implementing enterprise […]
The post Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial appeared first on and was written by Craig Iskowitz.
34 min