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. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
Come on in and sit back relax, you’re listening to Episode 168 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. Before we get into the interview, if you are listening now you’re an executive at a broker dealer, an asset manager or an enterprise RIA you should run not walk to a website, EzraGroupllc.com and fill out the Contact Us form on the homepage to meet with us about your technology platform issues. Our
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.
Elephant Hunting: Fintech Sales Strategies for Tier 1 Prospects
Craig Iskowitz November 29, 2022
Craig’s Note: Every wealthtech firm dreams of landing their first big client to put them on the map. But most struggle with the sales process
Unlocking Advisor Insights Using Predictive Analytics
Craig Iskowitz November 21, 2022
Every day we create billions of gigabytes of data, just by making decisions. We publish content on social media, complete intake forms at the doctor’s
Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit
Craig Iskowitz November 18, 2022
Come on in and sit back relax, you’re listening to Episode 167 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Elephant Hunting: Fintech Sales Strategies for Tier 1 Prospects
Craig Iskowitz November 29, 2022
Craig’s Note: Every wealthtech firm dreams of landing their first big client to put them on the map. But most struggle with the sales process
Unlocking Advisor Insights Using Predictive Analytics
Craig Iskowitz November 21, 2022
Every day we create billions of gigabytes of data, just by making decisions. We publish content on social media, complete intake forms at the doctor’s
Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit
Craig Iskowitz November 18, 2022
Come on in and sit back relax, you’re listening to Episode 167 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Podcast
The Latest Podcasts On Wealth Tech
Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit
Craig Iskowitz November 18, 2022
Come on in and sit back relax, you’re listening to Episode 167 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken
Craig Iskowitz November 11, 2022
Come on in and sit back relax, you’re listening to Episode 166 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 165: November News Roundup
Craig Iskowitz November 5, 2022
Come on in, sit back and relax and listen to episode 165 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit
Craig Iskowitz November 18, 2022
Come on in and sit back relax, you’re listening to Episode 167 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken
Craig Iskowitz November 11, 2022
Come on in and sit back relax, you’re listening to Episode 166 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 165: November News Roundup
Craig Iskowitz November 5, 2022
Come on in, sit back and relax and listen to episode 165 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.
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. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf
Come on in and sit back relax, you’re listening to Episode 168 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit
Come on in and sit back relax, you’re listening to Episode 167 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken
Come on in and sit back relax, you’re listening to Episode 166 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
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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