Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network

“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss the community that goes along with being part of a larger organization. And I know there’s been a lot of platforms over the years that have built and strengthened their […]

Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement

“Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data from my clients that is in the moment and can support a deeper conversation?” — Julie Littlechild, Founder and CEO, […]

3 Tips for Advisors to Choose the Right Technology 

“We are stuck with technology when what we really want is just stuff that works.” ― Douglas Adams, The Salmon of Doubt Advisors are flooded with technology choices. You can throw a dart at the map and hit a software application that has hundreds of satisfied users. But is it the right technology for your […]

Ep. 111: September Wealthtech News Roundup

Come on in, sit back, relax and enjoy episode 111 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

How Predictive Health Data Drives Personalization in Financial Planning

“To me, the future is personalization.” — Marissa Mayer, former CEO, Yahoo! There are many uses of the word “personalization” being thrown around and many of them conflict with each other and don’t really make sense in the context of how RIAs and enterprise wealth management firms operate. There was a time when just seeing […]

Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar

“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history and academically validated research is really hard to replicate in the FinTech space. And part of the acquisition of PlanPlus Global is they did some things on the advanced […]