WealthTech Today

The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowitz.

“I think back to when I entered this industry, myself, back in the late 90s, at Merrill Lynch, where we did build everything. And the reason we built everything is because there wasn’t large commercial vendors in this space. There wasn’t a lot of startups there wasn’t fintechs per se. So we had to build […]

The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowitz.

The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowitz.

“I think that there’s an assumption that the acquiring platform that you then have to adapt everyone to, that that’s not always going to lead to the most successful consolidation or project. I think it is sometimes about thinking about it like a new platform. So let’s look at the processes holistically for something like […]

The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowitz.

The post Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest appeared first on and was written by Craig Iskowitz.

“If you think about platform consolidation, maybe you think about platform consolidation in terms of the abstraction layer. So you can still keep the trust accounting platform and the agency platform intact and use the managed accounts program, unified technology as a means of spanning those. And that is hard again, but it does provide […]

The post Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest appeared first on and was written by Craig Iskowitz.

The post Ep. 124: January WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

Come on in, sit back, relax and enjoy episode 124 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

The post Ep. 124: January WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 123: Best of WealthTech Today 2021 Roundup appeared first on and was written by Craig 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. The WealthTech Today podcast features interviews, news, and analysis on the trends and best practices in wealth and technology for wealth management, asset management, and related areas. A quick shoutout […]

The post Ep. 123: Best of WealthTech Today 2021 Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz.

“We talk about avoiding adverse outcomes from regulatory scrutiny, and that’s important and that does cost money. But the other side of things is we have to help our clients build a process that is convincing, and that when FINRA looks in they have comfort and confidence that it’s being managed. So one of the […]

The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz.

The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.

“We’ve got a platform that we built along with Bambu and Apex Clearing that’s called Tango that has full robo-advice capability. The difference between a traditional robo-advisor and Tango is that it’s built using the GOE algorithm. So you may be an RIA firm that wants to expand, but needs the technology to scale that […]

The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.

The post Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS appeared first on and was written by Craig Iskowitz.

“It’s a very competitive world out there right now and alternative investments are stepping in and filling the gap in client portfolios. Advisors are disappointed with traditional long only approach to investing, that broken 60/40 model. It’s never been about lack of desire to have access to these types of funds and products. It’s always […]

The post Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS appeared first on and was written by Craig Iskowitz.