How Advisors Can Avoid Being Buried Alive by Technology
“One machine can do the work of fifty ordinary men. No machine can do the work of one extraordinary man.” — Elbert Hubbard As a wealthtech consultant, I’ve heard my share of clients complaining about their tech stack. But lately, the complaints are shifting from the usual ones about clunky user interfaces, poor service and […]
Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds
Come on in and sit back relax, you’re listening to Episode 174 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. This episode is part of our ongoing series focusing […]
Ep. 173: How the IRS Can Help Advisors Onboard New Clients, with Charles Almond, Tax Status and Jeff Schwantz, Morningstar
Come on in and sit back relax, you’re listening to Episode 173 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 […]
Where Are All the Men?
More women than ever are joining the financial services industry in 2022, yet they are struggling to progress up to higher levels in the industry. Only 1 in 5 C-Suite executives in asset management are women, despite the fact that there are similar numbers of men and women in entry-level positions. This leaky pipeline up […]
Running Up the Score: How Predictive Analytics Gives You an Advantage Over Your Competitors
“Football is like life. It requires perseverance, self-denial, hard work, sacrifice, dedication, and respect for authority.” — Vince Lombardi, former head coach of the Green Bay Packers There’s an old saying in American football, “Offense wins games, but defense wins championships.” Every team in the National Football League (NFL) has an assistant coach called the […]
Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2
Come on in, sit back and relax. You’re listening to episode 172 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder of Ezra Group Consulting. The content of this podcast is designed to share thought-provoking industry analysis, best practices, in-depth discussions, and lively conversations all around wealth management technology. This is […]
