Come on in and sit back relax, you’re listening to Episode 176 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
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, sit back and relax and listen to episode 165 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual. But in
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“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.” — Rich Cancro,
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
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
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