“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.” — Rich Cancro,
Come on in, sit back and relax, you’re listening to episode 142 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 141 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
“When we have that kind of conversation, everybody agrees oh my gosh, if you can use that data then add value in tax management, that’s
“I think back to when I entered this industry, myself, back in the late 90s, at Merrill Lynch, where we did build everything. And the
“I think that there’s an assumption that the acquiring platform that you then have to adapt everyone to, that that’s not always going to lead
“If you think about platform consolidation, maybe you think about platform consolidation in terms of the abstraction layer. So you can still keep the trust
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
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