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.
How Advisors Can Avoid Being Buried Alive by Technology
“One machine can do the work of fifty ordinary men. No machine can do the work of one extraordinary man.” — Elbert Hubbard As a wealthtech consultant, I’ve heard my share of clients complaining about their tech stack. But lately, the complaints are shifting from the usual ones about clunky user interfaces, poor service and buggy code, to more about having too many choices when looking for new software. The Kitces/Ezra Group Advisortech Map currently counts over 400 applications fighting each other to grab advisors’ attention and subscription fees– but is that helping the industry and giving advisors more
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.
Where Are All the Men?
Elana Iskowitz January 8, 2023
More women than ever are joining the financial services industry in 2022, yet they are struggling to progress up to higher levels in the industry.
Running Up the Score: How Predictive Analytics Gives You an Advantage Over Your Competitors
Elana Iskowitz January 6, 2023
“Football is like life. It requires perseverance, self-denial, hard work, sacrifice, dedication, and respect for authority.” — Vince Lombardi, former head coach of the Green
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
Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds
Craig Iskowitz January 27, 2023
Come on in and sit back relax, you’re listening to Episode 174 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar
Craig Iskowitz January 12, 2023
Come on in and sit back relax, you’re listening to Episode 173 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Where Are All the Men?
Elana Iskowitz January 8, 2023
More women than ever are joining the financial services industry in 2022, yet they are struggling to progress up to higher levels in the industry.
Podcast
The Latest Podcasts On Wealth Tech
Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar
Craig Iskowitz January 12, 2023
Come on in and sit back relax, you’re listening to Episode 173 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2
Elana Iskowitz January 5, 2023
Come on in, sit back and relax. You’re listening to episode 172 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1
Craig Iskowitz December 30, 2022
Come on in, sit back and relax. You’re listening to episode 171 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar
Craig Iskowitz January 12, 2023
Come on in and sit back relax, you’re listening to Episode 173 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2
Elana Iskowitz January 5, 2023
Come on in, sit back and relax. You’re listening to episode 172 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1
Craig Iskowitz December 30, 2022
Come on in, sit back and relax. You’re listening to episode 171 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
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.
Business Intelligence is Like A Layer Cake of Advisor Data
Craig Iskowitz July 18, 2022
The world produces an incredible amount of data. Research firm IDC estimates that approximately 97 zettabytes – that’s one billion billion bytes – of data
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
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
Business Intelligence is Like A Layer Cake of Advisor Data
Craig Iskowitz July 18, 2022
The world produces an incredible amount of data. Research firm IDC estimates that approximately 97 zettabytes – that’s one billion billion bytes – of data
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
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. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds
Come on in and sit back relax, you’re listening to Episode 174 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar
Come on in and sit back relax, you’re listening to Episode 173 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2
Come on in, sit back and relax. You’re listening to episode 172 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
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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