Ep. 181: March WealthTech News
Craig Iskowitz March 24, 2023
Come on in and sit back relax, you’re listening to Episode 181 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Custodians
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.
How I Built My RIA Tech Stack, with Derek Notman
Derek Notman October 26, 2022
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
Why Financial Advisors Should Use a Crypto-Native Custodian
Craig Iskowitz February 15, 2022
The incredible rise in popularity of cryptocurrencies from a small group of techno-anarchists into a worldwide phenomenon surprised everyone in traditional financial circles. But after
Ep. 124: January WealthTech News Roundup
Craig Iskowitz January 6, 2022
Come on in, sit back, relax and enjoy episode 124 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of
Custody As A Service: How Pershing Is Going All In on API-Based Data Strategy
Craig Iskowitz June 14, 2021
“While all the data we have is about the past, all the decisions we make are about the future.” ― Alex Hagan, Founder and CEO, Kienco
Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild
Craig Iskowitz April 9, 2021
“We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end
#ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist
Craig Iskowitz March 18, 2021
“The most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the
#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road
Craig Iskowitz November 30, 2020
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup
