Ep. 195: July WealthTech News
Elana Iskowitz
July 28, 2023
Come on in, sit back and relax. You’re listening to episode 195 of The WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
TAMPs
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 184: May WealthTech News
Craig 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
Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark
Craig Iskowitz
August 4, 2022
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.
Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX
Craig Iskowitz
July 28, 2022
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.
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. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare
Craig Iskowitz
December 3, 2020
“TAMPs are often the first thing that advisors outsource. They know that they aren’t very good at investments and they were very happy to turn
#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road
Craig Iskowitz
November 30, 2020
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup
#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo
Craig Iskowitz
February 13, 2020
“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their
