The post Ep. 281: March WealthTech News appeared first on and was written by Elana Iskowitz.

In this March News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: Morningstar Office is Shutting Down CircleBlack to Acquire AssetBook Betterment acquires robo-advisor business from Ellevest Docupace acquires […]

The post Ep. 281: March WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech appeared first on and was written by Elana Iskowitz.

Bill Capuzzi, CEO of Apex FinTech Solutions, explains how his company is revolutionizing the investment technology landscape with real-time, cloud-native solutions that are democratizing access for retail investors. While traditional custodians remain mired in batch processing and fragmented workflows, Apex is building a comprehensive ecosystem that processed half a billion trades in 2024 – exceeding […]

The post Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech appeared first on and was written by Elana Iskowitz.

The post Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken appeared first on and was written by Elana Iskowitz.

Robert Sofia, founder and CEO of Snappy Kraken, breaks down how financial advisors can dramatically improve their marketing effectiveness in a digital-first world. While many wealth management firms struggle with outdated approaches or cobbled-together tech stacks, Sofia outlines a unified framework that’s helping Snappy Kraken’s clients grow at seven times the industry average. Sofia also […]

The post Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken appeared first on and was written by Elana Iskowitz.

The post Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences appeared first on and was written by Elana Iskowitz.

Morningstar’s exit from the wealth platform business signals a shift in the industry, leaving advisors scrambling for alternatives. In this episode, Craig Iskowitz sits down with Joel Bruckenstein, president of Technology Tools for Today, to discuss the implications of Morningstar Office’s shutdown and what advisors can expect at the upcoming T3 conference in Dallas. With […]

The post Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences appeared first on and was written by Elana Iskowitz.

The post Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion appeared first on and was written by Elana Iskowitz.

Data management in wealth management is undergoing a fundamental shift, with firms spending up to 40% of their data budget on management alone. Discover how Snowflake is transforming financial services data management through cloud-agnostic solutions and AI implementation. Join VP Adam Palmer for insights on the future of financial data infrastructure and why the future […]

The post Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion appeared first on and was written by Elana Iskowitz.

The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.

In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. She provides unique insights into how this shift is affecting both established players and emerging companies in the space. Key Takeaways Broker-dealers are launching independent RIA platforms with separate technology stacks Technology selection between […]

The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.

The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and was written by Elana Iskowitz.

InvestCloud CEO Jeff Yabuki discusses the company’s ambitious plans to revolutionize alternative investments through their new Private Markets Account (PMA) network. After taking the helm during a period of transition, Yabuki shares his vision for industrializing innovation and scaling implementation processes at one of wealth management’s largest technology providers. Key Takeaways The development of the […]

The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and was written by Elana Iskowitz.

The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and was written by Elana Iskowitz.

InvestCloud CEO Jeff Yabuki discusses the company’s ambitious plans to revolutionize alternative investments through their new Private Markets Account (PMA) network. After taking the helm during a period of transition, Yabuki shares his vision for industrializing innovation and scaling implementation processes at one of wealth management’s largest technology providers.  Key Takeaways The development of the […]

The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and was written by Elana Iskowitz.

The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.

In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. She provides unique insights into how this shift is affecting both established players and emerging companies in the space. Key Takeaways Broker-dealers are launching independent RIA platforms with separate technology stacks Technology selection between […]

The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.

The post Ep. 274: January News Roundup appeared first on and was written by Elana Iskowitz.

Come on in. Sit back and relax. You’re listening to episode 274 of the Wealth Tech 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 is our January news roundup, chock full of […]

The post Ep. 274: January News Roundup appeared first on and was written by Elana Iskowitz.