Ep. 198: August WealthTech News
Elana Iskowitz
August 21, 2023
Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman
News
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. 195: July WealthTech News
Elana Iskowitz
July 28, 2023
Come on in, sit back and relax. You’re listening to episode 195 of The WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 190: June WealthTech News
Craig Iskowitz
June 26, 2023
Come on in, sit back and relax. You’re listening to episode 190 of The Wealth Tech Today podcast. I’m your host, Craig Iskowitz, founder of
Ep 184: May WealthTech News
Craig Iskowitz
May 15, 2023
Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Pontera Adds Integrations with Envestnet and AssetBook to Enable Direct Trading in 401(k) Accounts
Elana Iskowitz
April 19, 2023
Every so often a new tech solution comes along that makes you say, “why did no one think of this before?!” This what I said
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
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
Ep 170: December WealthTech News
Craig Iskowitz
December 26, 2022
Come on in and sit back relax, you’re listening to Episode 170 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
