Ep. 232: March WealthTech News

Come on in. Sit back and relax. You’re listening to episode 232 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our March news roundup, where I read the news give you my […]

March WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched in 2022, 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, eight new products, and one new category were added to the map. Each one was […]

Commonwealth Financial Network Integrates with Pontera

As of December 31, 2022, a total of $37.8 trillion was held in U.S. retirement plans and accounts, of which $26.3 trillion (70%) was in employer-sponsored accounts. These accounts, including 401(k)s, 403(b)s and 457s, were once part of the last frontier of assets that advisors could not reach since the SEC decided that regulatory AUM […]

Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial

Come on in and sit back and relax. You’re listening to Episode 230 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest for this episode is Greg Gates, […]

Ep. 229: The Breakaway Blueprint, with Advyzon

Come on in and sit back and relax. You’re listening to Episode 229 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our Breakaway advisors series […]