Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial
Come on in and sit back relax, you’re listening to Episode 164 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 […]
How I Built My RIA Tech Stack, with Derek Notman
Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual. But in a post-COVID world, it looks more like the move of a visionary who was willing to take a chance to provide a better work-life balance while still delivering outstanding service […]
Ep. 163: Innovation Through Integration with Pete Clemson, Advisor Group
Come on in and sit back relax, you’re listening to Episode 163 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 […]
Can You Control The Rings of Financial Empowerment?
“Twas in the darkest depths of Mordor, I met a girl so fair. But Gollum, and the evil one crept up and slipped away with her.” — Led Zeppelin, Ramble On As a big fan of The Lord of the Rings, I always thought it was cool that Robert Plant wrote these lines into one […]
Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech
Come on in and sit back relax, you’re listening to Episode 162 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. Our topic this month is leaders in integration I […]
Ep. 161: Never Assume You Know the Market with Ryan George, Docupace
Come on in and sit back relax, you’re listening to Episode 161 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. Our topic this month is Navigating the Markets. We’re […]
October by the Numbers: An Update on the Ezra Group WealthTech Integration Score
Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update. We want to be as transparent as possible by sharing application adds/deletes and category changes that may affect your products’ ranking. If this blog doesn’t answer your questions as to why your score may have changed, or what’s happening in the category, at the bottom […]
