Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1
Craig Iskowitz December 30, 2022
Come on in, sit back and relax. You’re listening to episode 171 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
Broker-Dealers
Wealth Management Today is published by Ezra Group, a management consulting firm. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis. Check back every week for new content and sign up here to get the latest in your inbox.
Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial
Craig Iskowitz October 31, 2022
Come on in and sit back relax, you’re listening to Episode 164 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 163: Innovation Through Integration with Pete Clemson, Advisor Group
Craig Iskowitz October 20, 2022
Come on in and sit back relax, you’re listening to Episode 163 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 161: Never Assume You Know the Market with Ryan George, Docupace
Craig Iskowitz October 7, 2022
Come on in and sit back relax, you’re listening to Episode 161 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial
Craig Iskowitz September 16, 2022
Come on in and sit back relax, you’re listening to Episode 158 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial
Elana Iskowitz September 8, 2022
Companies Mentioned Docupace [11:00] Envestnet [30:30] FIS [19:00] Kestra Financial [01:38] Topics Mentioned How to Know It’s Time to Replace Major Software Applications? Evaluation Criteria
Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx
Craig Iskowitz October 28, 2021
“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets, that are career insurance producers, and they all want
#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick
Craig Iskowitz February 11, 2021
“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled
