Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi

Come on in, sit back and relax. You’re listening to Episode 243 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 series called the […]

Envestnet’s Molly Weiss on the Value of AI-Driven Insights in Financial Planning

“The beauty of artificial intelligence is that it can make the complex seem simple.”  – Andrew Ng, British-American computer scientist and technology entrepreneur It took 75 years for the telephone to reach 100 million users. Mobile phones reached that milestone in less than a quarter of that time (16 years) while Facebook hit it after […]