4 Questions Advisors Should Ask About Digital Client Experience
Craig Iskowitz May 15, 2022
“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.” — Rich Cancro,
Portfolio Management
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. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager
Craig Iskowitz May 13, 2022
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
Ep. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera
Craig Iskowitz May 5, 2022
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
Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development
Craig Iskowitz March 3, 2022
“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
Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones
Craig Iskowitz January 27, 2022
“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
Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet
Craig Iskowitz January 20, 2022
“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
Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest
Craig Iskowitz January 13, 2022
“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
Ep. 124: January WealthTech News Roundup
Craig Iskowitz January 6, 2022
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
