WEALTHTECH TODAY
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WealthTech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.
Ep. 181: March WealthTech News
Come on in and sit back relax, you’re listening to Episode 181 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our March news roundup where we cover a curated selection of the most interesting news stories in wealth tech. This is our March news roundup. There’s so much to cover, a lot of news this month. Firms were really holding back December, January, February and just let it loose end of February and March, there’s just so much to talk about a plus conferences. Orion’s Ascent conference was the end
Articles
The Latest Articles On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Why There Always Seems to be Room for One More Application
Craig Iskowitz February 15, 2023
“A person who never made a mistake never tried anything new.” — Albert Einstein Can there ever be too much of a good thing? The
Don’t Be Like Southwest: Settle Your Tech Debt Before It Settles You
Craig Iskowitz February 9, 2023
On December 22nd, 2022, a winter storm struck across half the country and downed thousands of flights during the busiest travel week of the year.
How Advisors Can Avoid Being Buried Alive by Technology
Emma Iskowitz January 30, 2023
“One machine can do the work of fifty ordinary men. No machine can do the work of one extraordinary man.” — Elbert Hubbard As a
Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason
Craig Iskowitz March 16, 2023
Come on in and sit back relax, you’re listening to Episode 180 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower
Craig Iskowitz March 9, 2023
Come on in and sit back relax, you’re listening to Episode 179 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Smart Strategies for Success When Selling Software to Broker-Dealers
Elana Iskowitz February 27, 2023
“Don’t sell your product, solve their problems.” –Mark Cuban I’ve spent the past two decades working with companies on both the buy side and sell
Podcast
The Latest Podcasts On Wealth Tech
Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason
Craig Iskowitz March 16, 2023
Come on in and sit back relax, you’re listening to Episode 180 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower
Craig Iskowitz March 9, 2023
Come on in and sit back relax, you’re listening to Episode 179 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo
Craig Iskowitz February 23, 2023
Come on in and sit back relax, you’re listening to Episode 178 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason
Craig Iskowitz March 16, 2023
Come on in and sit back relax, you’re listening to Episode 180 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower
Craig Iskowitz March 9, 2023
Come on in and sit back relax, you’re listening to Episode 179 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo
Craig Iskowitz February 23, 2023
Come on in and sit back relax, you’re listening to Episode 178 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Newsletter
The Latest Newsletter On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Winners of Wealthtech
The Latest Winners of Wealthtech On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
End of Summer Reading List from the Winners Of Wealthtech
Emma Iskowitz September 2, 2019
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
Craig Iskowitz September 2, 2019
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
Craig Iskowitz July 26, 2019
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
End of Summer Reading List from the Winners Of Wealthtech
Emma Iskowitz September 2, 2019
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
Craig Iskowitz September 2, 2019
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
Craig Iskowitz July 26, 2019
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
Conference Summaries
The Latest Conference Summaries On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Cooking Up a Storm: How The Right Data Ingredients Lead to Next Best Actions for Your Advisors
Elana Iskowitz December 14, 2022
A wealth management firm’s data assets can be the missing ingredient that helps them to reach their business goals. The most well-run companies have been
Can You Control The Rings of Financial Empowerment?
Elana Iskowitz October 17, 2022
“Twas in the darkest depths of Mordor, I met a girl so fair. But Gollum, and the evil one crept up and slipped away with
How BI Can Help Tailor Your Business Results
Craig Iskowitz September 9, 2022
“Bad data is the fruitcake nobody wants to eat.” — Steve Molis, Salesforce Admin MVP How much revenue does your firm lose every year due
Cooking Up a Storm: How The Right Data Ingredients Lead to Next Best Actions for Your Advisors
Elana Iskowitz December 14, 2022
A wealth management firm’s data assets can be the missing ingredient that helps them to reach their business goals. The most well-run companies have been
Can You Control The Rings of Financial Empowerment?
Elana Iskowitz October 17, 2022
“Twas in the darkest depths of Mordor, I met a girl so fair. But Gollum, and the evil one crept up and slipped away with
How BI Can Help Tailor Your Business Results
Craig Iskowitz September 9, 2022
“Bad data is the fruitcake nobody wants to eat.” — Steve Molis, Salesforce Admin MVP How much revenue does your firm lose every year due
Ep. 181: March WealthTech News
Come on in and sit back relax, you’re listening to Episode 181 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason
Come on in and sit back relax, you’re listening to Episode 180 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower
Come on in and sit back relax, you’re listening to Episode 179 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Podcast
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Wealth Tech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.
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