Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark

“Now, you and I both remember the cost basis legislation, that was a while ago. Since then, at least there is a source of good accurate cost basis information. But to this day, we see situations where firms have layered on a portfolio management or rebalancing or trading system on top of a core system […]

Ep. 128: February WealthTech News

Come on in, sit back, relax and enjoy episode 128 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

custodian bank cryptocurrency

Why Financial Advisors Should Use a Crypto-Native Custodian

The incredible rise in popularity of cryptocurrencies from a small group of techno-anarchists into a worldwide phenomenon surprised everyone in traditional financial circles. But after many of those former traditionalists saw the light and embraced Bitcoin and other digital assets, hundreds of companies sprung up to provide the financial ecosystem needed to support these investments. […]