Ep. 195: July WealthTech News

Come on in, sit back and relax. You’re listening to episode 195 of The WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. But before we get started with the news, I have […]

July by the Numbers: An Update on the Ezra Group WealthTech Integration Score

Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group.  This month, six new products were added to the map. Each one was evaluated by our research […]

Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor

Come on in and sit back relax, you’re listening to Episode 194 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 for this episode is Sheryl O’Connor, from […]

AI’s Judgment Day: How ChatGPT-4 is Reshaping Wealth Management

“AI will probably lead to the end of the world, but in the meantime, it will help build some great companies.” –Sam Altmen, Chairman of OpenAI, developers of ChatGPT The latest version of Generative AI finally hitting the market has brought about something akin to a technological judgment day. Awe, confusion, and fear have spread […]

Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth

Come on in and sit back relax, you’re listening to Episode 193 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. I’m pumped for my guest of this episode, which […]

It’s Alive!: Unleashing the Power of AI in Wealth Management

The story of Frankenstein, written by Mary Shelley in 1818, is a cornerstone literary work that contemplates humanity’s relationship with a form of sentient technology.  The book’s relevance has only increased over the past 200 years as the relationship between humans and technology has become more intertwined.  This relationship is also the core of one […]

Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management

Come on in and sit back relax, you’re listening to Episode 191 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 series on RIA […]