Ep. 175: February Wealthtech News
Elana Iskowitz February 6, 2023
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
Financial Planning
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. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds
Craig Iskowitz January 27, 2023
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
Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan
Craig Iskowitz April 14, 2022
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
How Predictive Health Data Drives Personalization in Financial Planning
Craig Iskowitz September 8, 2021
“To me, the future is personalization.” — Marissa Mayer, former CEO, Yahoo! There are many uses of the word “personalization” being thrown around and many
Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro
Elana Iskowitz May 14, 2021
“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
Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan
Craig Iskowitz April 27, 2021
“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
Ep. 93: Putting the Puzzle Pieces Together – April News Roundup
Craig Iskowitz April 1, 2021
“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
#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup
Elana Iskowitz March 4, 2021
“The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the
