How I Built My RIA Tech Stack, with Derek Notman
Derek Notman October 26, 2022
Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual. But in
Risk 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. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar
Craig Iskowitz September 4, 2021
“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of
#ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze
Craig Iskowitz February 5, 2021
“For markets to work there have to be winners and losers. It’s not a good look for Robinhood to change the rules of the game
#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference
Craig Iskowitz March 11, 2020
“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the
Can Big Data Make Risk Tolerance Questionnaires Obsolete?
Craig Iskowitz May 14, 2017
This week, we remember a seminal event in the history of artificial intelligence. It was the twentieth anniversary of world chess champion Gary Kasparov’s loss to IBM’s
Riskalyze Expands Beyond Profiling to Become a TAMP Supermarket
Craig Iskowitz February 21, 2017
The waiting is over. And we didn’t have to wait all that long. We finally know what Riskalyze CEO Aaron Klein did with the $20 million
3 Ways Personality Testing Crushes Risk Tolerance Questionnaires
Craig Iskowitz January 26, 2017
Considering the tidal wave of fear-driven headlines these days, it’s tough focusing on the biggest issue we should be worrying about. Climate change causing the oceans to
How Risk Tolerance Software Is Disrupting Wealth Management
Craig Iskowitz June 4, 2015
What is the internal force that pushes people to try and solve a problem that almost no one else realizes is even there? How does building
