Wealth Management Today

The post Ep. 153: How to Know When to Switch Technology Vendors with Natalie Wolfson, AssetMark appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 153 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […] The post Ep. 153: How to Know When to Switch Technology Vendors with Natalie Wolfson, AssetMark appeared first on and was written by Craig Iskowitz.

The post Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 152 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […] The post Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX appeared first on and was written by Craig Iskowitz.

The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz. Companies Mentioned Adelia Risk [29:45] Advisor360 [27:10] AdvisorCash [32:50] AdvisorGroup [22:05] AdvisorStream [9:45] American Century 24:40 Beacon Point [19:25] Bento Engine [06:40] Broadridge [09:45] Carson Group [17:50] Catchlight [12:00] Commonwealth Financial Network [27:30] Corvee [30:15] Creative Planning [19:25] DocuPace [22:00] Dropbox [10:47] Dynasty Financial [17:00] Echelon Partners [19:30] Envestnet [01:40] Fidelity [12:30] Financial Services Network […] The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz.

The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 150 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz.

The post Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 149 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI appeared first on and was written by Craig Iskowitz.

The post Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 148 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG appeared first on and was written by Craig Iskowitz.

The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz. Companies Mentioned Adhesion Wealth [02:30] Asset-Map [29:30] AssetMark [02:30] Brinker [11:00] CogniCore [21:10] Envestnet [04:05] First Ascent [10:45] FPalpha [29:30] fpPathfinder [29:30] Lumiant [27:37] Morningstar [11:00] Orion [07:38] Pershing [13:12] Right Capital [31:15] Sawtooth [08:50] Schwab [10:15] SEI [11:00] SigFig [07:55] Simplicity Group [09:30] TD Ameritrade [10:15] TIFIN [26:17] Vestmark [02:40] Wealth Simple [26:50] Topics […] The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors appeared first on and was written by Craig Iskowitz.

The post Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence appeared first on and was written by Craig Iskowitz.

The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 144 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz.

The post Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference appeared first on and was written by Craig Iskowitz. Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder of Ezra Group consulting. And our May News this month is all about the T3 conference, held May 2-4 outside of Dallas, Texas, a city that I love to visit, […] The post Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference appeared first on and was written by Craig Iskowitz.

The post Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you’re listening to episode 142 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. This episode I was at the Envestnet Advisor Summit […] The post Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager appeared first on and was written by Craig Iskowitz.

The post Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you’re listening to episode 141 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we have […] The post Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera appeared first on and was written by Craig Iskowitz.

The post Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you’re listening to episode 140 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […] The post Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz.

The post Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you’re listening to episode 139 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […] The post Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin appeared first on and was written by Craig Iskowitz.

The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz. This is a bonus episode that we recorded after the news dropped today about Orion Advisor buying Redtail Technology.  With no preparation and at great personal expense, Kristen Schmidt and I had a discussion about the ramifications of this deal for customers, partners and competitors.  We also covered messaging from Redtail, current CRM market share, […] The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz.

The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax, you’re listening to episode 137 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […] The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

The post Ep. 136: April WealthTech News Roundup appeared first on and was written by Craig Iskowitz. Come on in, sit back, relax and enjoy episode 136 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 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. 136: April WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz. “I’ll use a wealth management term, you want to diversify your portfolio, and so one of the things early on at Orion, we didn’t have a lot of options in terms of data aggregators, but over the years, we’ve learned to not put all of our eggs into one basket and to make sure that […] The post Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions appeared first on and was written by Craig Iskowitz.

The post Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts appeared first on and was written by Craig Iskowitz. “The data consumption model has changed over the years from primarily web based access to a lot more API’s and direct feeds. The processing of the data has evolved as well, whether it’s for performance reporting or direct to investor, as the needs of the user to view a net worth of their accounts. That’s […] The post Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts appeared first on and was written by Craig Iskowitz.