WealthTech Today

The post Ep. 238: Breakaway Blueprint with Morningstar Office appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 238 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 about wealth management technology. This episode is part of our series on breakaway […] The post Ep. 238: Breakaway Blueprint with Morningstar Office appeared first on and was written by Craig Iskowitz.

The post Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 237 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 about wealth management technology. My guest for this episode was Kevin Darlington, General […] The post Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions appeared first on and was written by Craig Iskowitz.

The post Ep. 236: April WealthTech News appeared first on and was written by Craig Iskowitz. Come on in. Sit back and relax. You’re listening to episode 236 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our April news roundup, we’ve got a lot to cover here. We’re […] The post Ep. 236: April WealthTech News appeared first on and was written by Craig Iskowitz.

The post Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 235 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 about wealth management technology. My guest for this episode was Stephen Daffron, […] The post Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials appeared first on and was written by Craig Iskowitz.

The post Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 234 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 about wealth management technology. My guest on this episode was Pershing’s Chief […] The post Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire appeared first on and was written by Craig Iskowitz.

The post Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 233 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 about wealth management technology. My guest for this episode was Ryan Eisenman, […] The post Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman appeared first on and was written by Craig Iskowitz.

The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz. Come on in. Sit back and relax. You’re listening to episode 232 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our March news roundup, where I read the news give you my […] The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 231 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 about wealth management technology. My guest for this episode is Mark Evans, […] The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans appeared first on and was written by Craig Iskowitz.

The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 230 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 about wealth management technology. My guest for this episode is Greg Gates, […] The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz.

The post Ep. 229: The Breakaway Blueprint, with Advyzon appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 229 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 about wealth management technology. This episode is part of our Breakaway advisors series […] The post Ep. 229: The Breakaway Blueprint, with Advyzon appeared first on and was written by Craig Iskowitz.

The post Ep. 228: February Wealthtech News appeared first on and was written by Elana Iskowitz. Come on in. Sit back and relax. You’re listening to episode 228 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. You are going to love this episode. It’s our February news, and we’ve got […] The post Ep. 228: February Wealthtech News appeared first on and was written by Elana Iskowitz.

The post Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 227 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 about wealth management technology. My guest for this episode is Molly Weiss from […] The post Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts appeared first on and was written by Craig Iskowitz.

The post Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 226 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 about wealth management technology. My guest for this episode is Aaron Wormus, […] The post Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX appeared first on and was written by Craig Iskowitz.

The post Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 225 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 about wealth management technology. This episode is part of our breakaway advisor […] The post Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac appeared first on and was written by Elana Iskowitz.

The post Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 224 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 about wealth management technology. My guest for this episode is Colin Falls, founder […] The post Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls appeared first on and was written by Craig Iskowitz.

The post Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 223 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 about wealth management technology. We love talking about wealth management technology here, and […] The post Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN appeared first on and was written by Craig Iskowitz.

The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 222 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 about wealth management technology. My guest for this episode is Bill Capuzzi, […] The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz.

The post Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 221 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 about wealth management technology. This episode is part of our series for […] The post Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond appeared first on and was written by Craig Iskowitz.

The post Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 220 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 about wealth management technology. My guest for this episode is Matt Radgowski, CEO […] The post Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing appeared first on and was written by Elana Iskowitz.

The post Ep. 219: The WealthTech Today Podcast Best of 2023 appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 219 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 about wealth management technology. This is the Best of 2023! We went […] The post Ep. 219: The WealthTech Today Podcast Best of 2023 appeared first on and was written by Elana Iskowitz.