financial advisor cryptocurrency

Investing in Crypto Now is Like Buying the Internet Back in 1996

“Any sufficiently advanced technology is equivalent to magic.” — Arthur C. Clarke, Futurist & Science Fiction Writer January 3, 2022 was a special day in the history of cryptocurrency. It was Bitcoin’s 13th birthday. The (still) anonymous creator, Satoshi Nakamoto, released the Bitcoin white paper on January 3, 2009 and the world was forever changed. To appreciate […]

Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones

“I think back to when I entered this industry, myself, back in the late 90s, at Merrill Lynch, where we did build everything. And the reason we built everything is because there wasn’t large commercial vendors in this space. There wasn’t a lot of startups there wasn’t fintechs per se. So we had to build […]

cryptocurrency investment

Why Digital SMAs Are The Best Solution for Crypto Investing

“Blockchain [startups] are now sucking in top-tier Silicon Valley tech talent faster than any boom since the Internet.” — Naval Ravikant, Indian-American entrepreneur and investor. He is the co-founder and former CEO of AngelList. Blockchain-powered networks, also referred to as cryptocurrency or digital assets, are driving a revolution in wealth management, finance and payments. Startups […]

Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet

“I think that there’s an assumption that the acquiring platform that you then have to adapt everyone to, that that’s not always going to lead to the most successful consolidation or project. I think it is sometimes about thinking about it like a new platform. So let’s look at the processes holistically for something like […]

Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest

“If you think about platform consolidation, maybe you think about platform consolidation in terms of the abstraction layer. So you can still keep the trust accounting platform and the agency platform intact and use the managed accounts program, unified technology as a means of spanning those. And that is hard again, but it does provide […]

Ep. 124: January WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 124 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. […]