WealthTech Today

The post Ep. 119: December WealthTech News Roundup appeared first on and was written by Elana Iskowitz.

Come on in, sit back, relax and enjoy episode 119 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. 119: December WealthTech News Roundup appeared first on and was written by Elana Iskowitz.

The post Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish appeared first on and was written by Craig Iskowitz.

“We really think for the next generation of clients and advisors, crypto is going to be like any other asset class. You have to have a solution for it. It has to be part of the financial plan in a way that today, it would sound absurd to us, if an advisor said that I […]

The post Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish appeared first on and was written by Craig Iskowitz.

The post Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.

“I’ve got a maximalist view on this I’ve sort of self radicalized but it’s not just that advisors have to compete with now, banks and insurance companies and fintechs and Google for the distribution of financial products. And I think the opportunity for advisors there is money in motion is a sales trigger. And so […]

The post Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys appeared first on and was written by Craig Iskowitz.

The post Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx appeared first on and was written by Craig Iskowitz.

“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets,  that are career insurance producers, and they all want a consistent framework to do that.  So if you had two people sitting side by side and one of them was an asset manager, when they get to the next […]

The post Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx appeared first on and was written by Craig Iskowitz.

The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz.

“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed income, but at some point they don’t want their clients paying the benefit-based fee, which is always increasing. And they […]

The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz.

The post Ep. 114: October WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

Come on in, sit back, relax and enjoy episode 114 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. 114: October WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network appeared first on and was written by Elana Iskowitz.

“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss the community that goes along with being part of a larger organization. And I know there’s been a lot of platforms over the years that have built and strengthened their […]

The post Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network appeared first on and was written by Elana Iskowitz.

The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz.

“Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data from my clients that is in the moment and can support a deeper conversation?” — Julie Littlechild, Founder and CEO, […]

The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz.

The post Ep. 111: September Wealthtech News Roundup appeared first on and was written by Elana Iskowitz.

Come on in, sit back, relax and enjoy episode 111 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. 111: September Wealthtech News Roundup appeared first on and was written by Elana Iskowitz.

The post Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.

“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history and academically validated research is really hard to replicate in the FinTech space. And part of the acquisition of PlanPlus Global is they did some things on the advanced […]

The post Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.