Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder of Ezra Group consulting. And our May News this month is all about the T3 conference, held May 2-4 outside of Dallas, Texas, a city that I love to visit, […]
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 […]
Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt
This is a bonus episode that we recorded after the news dropped today about Orion Advisor buying Redtail Technology. With no preparation and at great personal expense, Kristen Schmidt and I had a discussion about the ramifications of this deal for customers, partners and competitors. We also covered messaging from Redtail, current CRM market share, […]
Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton
“We’ve got a platform that we built along with Bambu and Apex Clearing that’s called Tango that has full robo-advice capability. The difference between a traditional robo-advisor and Tango is that it’s built using the GOE algorithm. So you may be an RIA firm that wants to expand, but needs the technology to scale that […]
Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys
“I’ve got a maximalist view on this I’ve sort of self radicalized but it’s not just that advisors have to compete with now, banks and insurance companies and fintechs and Google for the distribution of financial products. And I think the opportunity for advisors there is money in motion is a sales trigger. And so […]
#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin
“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 breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […]
#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […]
#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna
“Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way.” — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […]
