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
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
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
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
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
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
“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
“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
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