4 Questions Advisors Should Ask About Digital Client Experience

“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.”   — Rich Cancro, CEO and founder of AdvisorEngine  A recent study sponsored by Franklin Templeton found that 60% of RIAs strongly agree that Gen-X and Millennial clients will expect advisors to provide digital […]

Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager

Come on in, sit back and relax, you’re listening to episode 142 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 I was at the Envestnet Advisor Summit […]

4 Benefits of a 360-Degree Client View

“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on the wealth management by Deloitte, advisor preferences are changing due to evolving technology and the availability of accurate, relevant data at their fingertips. The most effective advisors are able to […]

Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera

Come on in, sit back and relax, you’re listening to episode 141 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. Our theme for this month is startups, we have […]

Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360

Come on in, sit back and relax, you’re listening to episode 140 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. Our theme for this month is startups, we went […]

Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin

Come on in, sit back and relax, you’re listening to episode 139 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. Our theme for this month is startups, we went […]

Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt

This is a bonus episode that we recorded after the news dropped today about Orion Advisor buying Redtail Technology.  With no preparation and at great personal expense, Kristen Schmidt and I had a discussion about the ramifications of this deal for customers, partners and competitors.  We also covered messaging from Redtail, current CRM market share, […]

Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan

Come on in, sit back and relax, you’re listening to episode 137 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. Our theme for this month is startups, we went […]