Building Billion-Dollar Firms: Lessons from the Trenches at the Orion Ascent Conference
Technology Standardization, Advisor Adoption & Custodial Strategies Technology standardization has emerged as a critical factor in building billion-dollar wealth management firms, yet finding the right balance between consistency and flexibility remains a persistent challenge. At the recent Orion Ascent Conference, in a panel discussion moderated by Craig Iskowitz of Ezra Group, wealth management leaders Matt […]
Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences
Morningstar’s exit from the wealth platform business signals a shift in the industry, leaving advisors scrambling for alternatives. In this episode, Craig Iskowitz sits down with Joel Bruckenstein, president of Technology Tools for Today, to discuss the implications of Morningstar Office’s shutdown and what advisors can expect at the upcoming T3 conference in Dallas. With […]
Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion
Data management in wealth management is undergoing a fundamental shift, with firms spending up to 40% of their data budget on management alone. Discover how Snowflake is transforming financial services data management through cloud-agnostic solutions and AI implementation. Join VP Adam Palmer for insights on the future of financial data infrastructure and why the future […]
Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick
In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. She provides unique insights into how this shift is affecting both established players and emerging companies in the space. Key Takeaways Broker-dealers are launching independent RIA platforms with separate technology stacks Technology selection between […]
Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud
InvestCloud CEO Jeff Yabuki discusses the company’s ambitious plans to revolutionize alternative investments through their new Private Markets Account (PMA) network. After taking the helm during a period of transition, Yabuki shares his vision for industrializing innovation and scaling implementation processes at one of wealth management’s largest technology providers. Key Takeaways The development of the […]
February WealthTech Integration Score Update
Since the WealthTech Integration Scores were launched in August of 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, seven new products were added to the map. Each one was evaluated by […]
Ep. 274: January News Roundup
Come on in. Sit back and relax. You’re listening to episode 274 of the Wealth Tech 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 around wealth management technology. This is our January news roundup, chock full of […]