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. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG
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 features interviews, news, and analysis on the trends and best practices all around wealth management technology. The topic for this month is ESG data. We chose this topic because it is a very hot industry trend that we felt wasn’t getting enough coverage, and we
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.
Ep. 147: June News Roundup
Craig Iskowitz
June 21, 2022
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
Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors
Craig Iskowitz
June 9, 2022
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.
Navigating The Rough Waves of Data Lakes
Craig Iskowitz
June 6, 2022
“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” ― Jimmy Dean, Country Music Singer
Ep. 147: June News Roundup
Craig Iskowitz
June 21, 2022
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
Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors
Craig Iskowitz
June 9, 2022
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.
Navigating The Rough Waves of Data Lakes
Craig Iskowitz
June 6, 2022
“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” ― Jimmy Dean, Country Music Singer
Podcast
The Latest Podcasts On Wealth Tech
Ep. 147: June News Roundup
Craig Iskowitz
June 21, 2022
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
Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors
Craig Iskowitz
June 9, 2022
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.
Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence
Craig Iskowitz
June 1, 2022
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.
Ep. 147: June News Roundup
Craig Iskowitz
June 21, 2022
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
Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors
Craig Iskowitz
June 9, 2022
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.
Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence
Craig Iskowitz
June 1, 2022
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.
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.
3 Strategies for Wealth Management Firms to Avoid Falling into a Data Swamp
Craig Iskowitz
May 27, 2022
Wealth management firms swim in data. Whether it’s regulatory reporting, AML/KYC or portfolio management, research and analysis, the sheer amount of data becomes unwieldy as
Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
Craig Iskowitz
May 23, 2022
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
4 Questions Advisors Should Ask About Digital Client Experience
Craig Iskowitz
May 15, 2022
“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.” — Rich Cancro,
3 Strategies for Wealth Management Firms to Avoid Falling into a Data Swamp
Craig Iskowitz
May 27, 2022
Wealth management firms swim in data. Whether it’s regulatory reporting, AML/KYC or portfolio management, research and analysis, the sheer amount of data becomes unwieldy as
Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
Craig Iskowitz
May 23, 2022
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
4 Questions Advisors Should Ask About Digital Client Experience
Craig Iskowitz
May 15, 2022
“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.” — Rich Cancro,
Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG
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.
Ep. 147: June News Roundup
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
Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors
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.
Podcast
Listen To Wealthtech Today
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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Our collection of webinars feature industry leaders and professionals from several top Data and Wealth Management firms. Our panelists review the latest methods and strategies firms are using to improve and influence the #wealthtech and wealth management communities. Powered by Ezra Group, these webinars cover a breadth of topics including technology, operations, and strategy for wealth management professionals. Ezra Group brings more than 15 years of experience to its work with broker-dealers, banks, asset managers, and technology vendors.
