Podcasts Archives -

Podcasts

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. 168: Trust the Process: Why Advisors Should Let Rebalancing Software Manage Client Portfolios with Jerry Michael, Smartleaf

Craig Iskowitz December 1, 2022

Come on in and sit back relax, you’re listening to Episode 168 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 167: Dimensional Launches New SMA Platform to Expand Advisor Toolkit

Craig Iskowitz November 18, 2022

Come on in and sit back relax, you’re listening to Episode 167 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken

Craig Iskowitz November 11, 2022

Come on in and sit back relax, you’re listening to Episode 166 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 165: November News Roundup

Craig Iskowitz November 5, 2022

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

Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial

Craig Iskowitz October 31, 2022

Come on in and sit back relax, you’re listening to Episode 164 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 163: Innovation Through Integration with Pete Clemson, Advisor Group

Craig Iskowitz October 20, 2022

Come on in and sit back relax, you’re listening to Episode 163 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech

Elana Iskowitz October 14, 2022

Come on in and sit back relax, you’re listening to Episode 162 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 161: Never Assume You Know the Market with Ryan George, Docupace

Craig Iskowitz October 7, 2022

Come on in and sit back relax, you’re listening to Episode 161 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Get the Latest in Wealth Tech News and Analysis

Enter your email to get Wealth Tech Today, our weekly newsletter filled
with the latest on fintech solutions delivered to your inbox.

Who We Serve

WealthTech Today

SUPPORT

CONTACT INFORMATION

@ 2022 Ezra Group LLC. All Rights Reserved

%d bloggers like this: