Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild
Come on in and sit back relax, you’re listening to Episode 183 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. My guest today is Julie Littlechild, Founder and CEO […]
4 Tips to Detox, Cleanse and Validate Your Data
In the relentless pursuit to provide better services and simultaneously better understand their customers, wealth management firms are splurging on data. 78% of companies said they plan to use more market and reference data over the coming 12 months, according to a survey by global data and technology vendor, Refinitiv, a company that manages 90 […]
Pontera Adds Integrations with Envestnet and AssetBook to Enable Direct Trading in 401(k) Accounts
Every so often a new tech solution comes along that makes you say, “why did no one think of this before?!” This what I said to myself when I first heard of Pontera and their technology enabling advisors to trade directly in 401(k) and other retirement accounts. It has revolutionized how advisors interact with assets […]
Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther
Come on in and sit back relax, you’re listening to Episode 182 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. My guest today is Brad Genser, Founder and CTO […]
