WEALTHTECH TODAY
BLOGS & PODCASTS
WealthTech Today is published by Ezra Group. 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.
4 Questions Advisors Should Ask About Digital Client Experience
“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.” — Rich Cancro, CEO and founder of AdvisorEngine A recent study sponsored by Franklin Templeton found that 60% of RIAs strongly agree that Gen-X and Millennial clients will expect advisors to provide digital technology for communicating and making investment decisions. Why this number isn’t 100% is beyond me, but AdvisorEngine is building out their digital offering to be ready when the other 40% of RIAs realize that they need an all digital channel. Since their acquisition by Franklin
Articles
The Latest Articles On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
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
4 Benefits of a 360-Degree Client View
Craig Iskowitz
May 9, 2022
“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on
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. 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
4 Benefits of a 360-Degree Client View
Craig Iskowitz
May 9, 2022
“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on
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
Podcast
The Latest Podcasts On Wealth Tech
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. 140: Automating Advisor Workflows with Anand Sheth, Pulse360
Craig Iskowitz
April 29, 2022
Come on in, sit back and relax, you’re listening to episode 140 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin
Craig Iskowitz
April 21, 2022
Come on in, sit back and relax, you’re listening to episode 139 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. 140: Automating Advisor Workflows with Anand Sheth, Pulse360
Craig Iskowitz
April 29, 2022
Come on in, sit back and relax, you’re listening to episode 140 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin
Craig Iskowitz
April 21, 2022
Come on in, sit back and relax, you’re listening to episode 139 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Newsletter
The Latest Newsletter On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Winners of Wealthtech
The Latest Winners of Wealthtech On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
End of Summer Reading List from the Winners Of Wealthtech
Emma Iskowitz
September 2, 2019
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
Craig Iskowitz
September 2, 2019
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
Craig Iskowitz
July 26, 2019
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
End of Summer Reading List from the Winners Of Wealthtech
Emma Iskowitz
September 2, 2019
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
Craig Iskowitz
September 2, 2019
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
Craig Iskowitz
July 26, 2019
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
Conference Summaries
The Latest Conference Summaries On Wealth Tech
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
4 Benefits of a 360-Degree Client View
Craig Iskowitz
May 9, 2022
“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on
Speaking Their Language: Integrating Insurance Data Into Wealth Management Systems
Craig Iskowitz
April 5, 2022
“The world is one big data problem.” – Andrew McAfee, co-director of the MIT Initiative According to a survey by research firm Gartner, “poor data
How Private Banks Can Avoid Shiny Object Syndrome in Their Tech Stack
Craig Iskowitz
November 8, 2021
Being distracted is no way to run a business. And when you jump on every industry trends, you waste time chasing rather than getting things
4 Benefits of a 360-Degree Client View
Craig Iskowitz
May 9, 2022
“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on
Speaking Their Language: Integrating Insurance Data Into Wealth Management Systems
Craig Iskowitz
April 5, 2022
“The world is one big data problem.” – Andrew McAfee, co-director of the MIT Initiative According to a survey by research firm Gartner, “poor data
How Private Banks Can Avoid Shiny Object Syndrome in Their Tech Stack
Craig Iskowitz
November 8, 2021
Being distracted is no way to run a business. And when you jump on every industry trends, you waste time chasing rather than getting things
Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager
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
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. 140: Automating Advisor Workflows with Anand Sheth, Pulse360
Come on in, sit back and relax, you’re listening to episode 140 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Podcast
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Wealth Tech Today is published by Ezra Group. 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.
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