Ep 184: May WealthTech News
Elana 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
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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. 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. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map
Elana Iskowitz December 8, 2022
Come on in and sit back relax, you’re listening to Episode 169 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
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
Ep. 93: Putting the Puzzle Pieces Together – April News Roundup
Craig Iskowitz April 1, 2021
“The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management
#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup
Elana Iskowitz March 4, 2021
“The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the
#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin
Craig Iskowitz November 12, 2020
“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are
#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1
Craig Iskowitz October 22, 2020
Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of
