How to Build an RIA Tech Stack That Gets Results

financial advisor technology

There’s no right or wrong way to build a tech stack. What matters is whether it helps your business grow or not.  We’ve worked with hundreds of wealth management firms and while there’s a lot of overlap, there’s still a lot of differences, especially around how each application is used, which part of the workflow […]

Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx

“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets,  that are career insurance producers, and they all want a consistent framework to do that.  So if you had two people sitting side by side and one of them was an asset manager, when they get to the next […]

Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne

“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed income, but at some point they don’t want their clients paying the benefit-based fee, which is always increasing. And they […]

Ep. 114: October WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 114 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. […]