WEALTHTECH TODAY
BLOGS & PODCASTS
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. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig
Come on in and sit back and relax. You’re listening to Episode 201 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 Mike Sha, CEO and founder of SigFig. You may have heard Mike Sha on our program before, we’ve also written a couple of blog posts where he has been on panels at conferences, where we were together speaking at conferences, so we go back a bit. Mike launched
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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.
Augmented Intelligence: The Future of Financial Advisory
Elana Iskowitz
September 21, 2023
“Some people call this artificial intelligence, but the reality is this technology will enhance humans. So instead we should refer to it as augmented intelligence.”
September WealthTech Integration Score Update
Elana Iskowitz
September 18, 2023
Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed
Unleashing the Power of AI: A Comparative Review of Top Note-Taking and Transcription Services
Elana Iskowitz
September 18, 2023
In the dynamic landscape of modern productivity tools, AI-driven note-taking and transcription services have emerged as game-changers. These innovative solutions not only transcribe spoken words
Augmented Intelligence: The Future of Financial Advisory
Elana Iskowitz
September 21, 2023
“Some people call this artificial intelligence, but the reality is this technology will enhance humans. So instead we should refer to it as augmented intelligence.”
September WealthTech Integration Score Update
Elana Iskowitz
September 18, 2023
Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed
Unleashing the Power of AI: A Comparative Review of Top Note-Taking and Transcription Services
Elana Iskowitz
September 18, 2023
In the dynamic landscape of modern productivity tools, AI-driven note-taking and transcription services have emerged as game-changers. These innovative solutions not only transcribe spoken words
Podcast
The Latest Podcasts On Wealth Tech
Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig
Craig Iskowitz
September 22, 2023
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of
Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra
Craig Iskowitz
September 14, 2023
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of
Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla
Elana Iskowitz
September 7, 2023
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of
Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra
Craig Iskowitz
September 14, 2023
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of
Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla
Elana Iskowitz
September 7, 2023
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of
Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin
Craig Iskowitz
September 1, 2023
Come on in and sit back relax, you’re listening to Episode 200 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.
Ep. 181: March WealthTech News
Craig Iskowitz
March 24, 2023
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
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
Ep. 181: March WealthTech News
Craig Iskowitz
March 24, 2023
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
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
Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of
Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of
Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of
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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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