Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of
Come on in and sit back relax, you’re listening to Episode 175 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 174 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 137 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
“To me, the future is personalization.” — Marissa Mayer, former CEO, Yahoo! There are many uses of the word “personalization” being thrown around and many
“There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of
“How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you
“The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management
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