WealthTech Today

The post #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup appeared first on and was written by Elana Iskowitz.

“The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the most mysterious properties of a system: Emergence. [read my exploration into that topic] The phrase is also used to explain the importance of Synergy and the foundations of Gestalt theory. […]

The post #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup appeared first on and was written by Elana Iskowitz.

The post #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de appeared first on and was written by Craig Iskowitz.

European geography has become almost irrelevant as FinTech markets have flattened out, enabling technology firms to more easily reach customers beyond national borders. Boosted by cloud software efficiency, specifically productivity tools, communication and open architecture, some aspects of FinTech in the US seem to be falling behind that of most of Europe, where regulation looks […]

The post #ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners appeared first on and was written by Craig Iskowitz.

“I know this from my many years at Jefferson National, it was difficult to get the Orions and the BlackDiamonds of the world to build insurance functionality, because they didn’t have demand. Their advisors aren’t really using these products, so a data feed would be enough. But as there’s more demand, the technology becomes necessary […]

The post #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick appeared first on and was written by Craig Iskowitz.

“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled engine inside Cetera. So we know that when we bring on this number of advisors and this number of assets, that we’re going to be able to help them run […]

The post #ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze appeared first on and was written by Craig Iskowitz.

“For markets to work there have to be winners and losers. It’s not a good look for Robinhood to change the rules of the game and effectively turn off one side of the GameStop trade. It’s also not a good look for the DTCC, the prime brokers, the intermediaries, the market makers, the exchangers, it’s […]

The post #ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.

“Data as an asset is a theme that comes up in conversations time in and time out. It’s almost universally across size of customer, market segment, go to market strategy in terms of employee or independent contractor model. Data as an asset is a conversation that we have every day with our existing customers and […]

The post #ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou appeared first on and was written by Craig Iskowitz.

“Essentially, blockchain has the potential to change the economics of how we manufacture different securities as we know them. Whether it’s a deposit, or some other structured product and DeFi is one experiment, we will see whether it works or not. Blockchain is allowing us to do all of these things and I see a lot […]

The post #ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz.

“There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice who don’t know where to turn. Helping them to lay the foundations for a healthy financial life by understanding the key tenants and […]

The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on and was written by Craig Iskowitz.

Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting company called Ezra Group. We are experts in everything related to wealthtech, and this is where I usually give our standard marketing pitch, but instead I’m going to sneak in […]

The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz.

“Our goal is to make sure that every single person that touches this platform, irrespective of who it is, if it’s an advisor, if it’s an asset manager, if it’s a company, if it’s the employees of those companies, every person has to be better with Vestwell than without. And that’s something we focus on […]

The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz.