Wealth Management Today

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.

The post Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG appeared first on and was written by Craig Iskowitz. “If we think about the underpinning of our future growth strategy we’re specifically looking to accelerate growth by developing and delivering on a globalized strategy that’s delivered in a local way to meet client needs. What I mean by that specifically, if we think about for example private banks in North America relative to private […] The post Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG appeared first on and was written by Craig Iskowitz.

The post Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre appeared first on and was written by Craig Iskowitz. “Just buying Bitcoin and Ethereum, for some clients and for some advisors, maybe it is good enough. But at the end of the day, you don’t want to be the one that’s picking the AOL or the Yahoo of this age. If you look at the the whole Dot Com era and all of the […] The post Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre appeared first on and was written by Craig Iskowitz.

The post Ep. 107: August News Roundup appeared first on and was written by Elana Iskowitz. Come on in, sit back, relax and enjoy episode 107 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. 107: August News Roundup appeared first on and was written by Elana Iskowitz.

The post Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante appeared first on and was written by Craig Iskowitz. “Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help financial advisory firms to bring this cause in front of their clients so they can plan their financial […] The post Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante appeared first on and was written by Craig Iskowitz.

The post Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data appeared first on and was written by Elana Iskowitz. “When we started InterGen Data, what we did was to say give us your client data and we’ll turn it around and send you back a list of life events, especially around critical illnesses and how likely they are to happen. Because people don’t plan for those types of things, they don’t plan for a […] The post Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data appeared first on and was written by Elana Iskowitz.

The post Ep. 104 – July Wealthtech News Roundup appeared first on and was written by Craig Iskowitz. Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […] The post Ep. 104 – July Wealthtech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing appeared first on and was written by Craig Iskowitz. “The first thing that Biju and I wrote down before we even wrote our business plan is that we want to create a positive impact in the world before we worried about profits. And from that perspective, we think that the state of people’s savings and retirement is a huge issue. The wealth gap in […] The post Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing appeared first on and was written by Craig Iskowitz.

The post Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets appeared first on and was written by Elana Iskowitz. “Financial advisors are looking to differentiate their value to clients as we are on the precipice of the largest wealth transfer in history. I think the playbooks for the next 5, 10, 20 years in the financial advice business will most likely be different than the playbooks from the past. I think a part of […] The post Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets appeared first on and was written by Elana Iskowitz.

The post Ep. 101: June WealthTech News Roundup appeared first on and was written by Elana Iskowitz. Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […] The post Ep. 101: June WealthTech News Roundup appeared first on and was written by Elana Iskowitz.

The post Ep. 100 – The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz. “One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of attention. I get calls from probably 30, 40, 50 of those firms. We don’t want them all at T3 because a lot of them, we just think, don’t have legs. […] The post Ep. 100 – The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz.

The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz. “When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […] The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz.

The post Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro appeared first on and was written by Elana Iskowitz. “There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of reactive using our predicted outcomes that provide about 90% accuracy for out of pocket costs, and we can have those conversations when they’re a sophomore of a junior, not when […] The post Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro appeared first on and was written by Elana Iskowitz.

The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz. Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […] The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz. “How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […] The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz. “If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits.  We all created routines the past year or so while we’ve been stuck at home that we would love to break out of. But travel is coming back!  I’m seeing […] The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz.

The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz. “We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end pipes and plumbing, but I’ve observed that it is actually an area where there has been precious little innovation, and perhaps not as much investment in bringing forward the best […] The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz.