Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development
“When we have that kind of conversation, everybody agrees oh my gosh, if you can use that data then add value in tax management, that’s fantastic. And then the next question is, Okay, so where does that data live in your organization? And the eyes glaze and roll back. Most firms have not really thought […]
Ep. 101: June WealthTech News Roundup
Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]
Q&A: WealthTech at the 2020 Crossroads
Talking to a lot of thought leaders in the wealth management industry, most seem to be in a state of evolution, searching for new ideas to maintain revenue while the economy suffers under COVID-19. I recently sat down for a Q&A with some of our biggest clients to discuss current trends behind marketplace disruption, the […]
#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. 51: The Future of Enterprise Wealthtech Webinar
What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry? You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […]
47 Portfolio Management Systems Can’t All Survive
Our danger is not too few, but too many options … to be puzzled by innumerable alternatives. — Sir Richard Livingstone, British Scholar Overchoice or choice overload[1] is a cognitive process in which people have a difficult time making a decision when faced with many options. The term was first introduced by Alvin Tofflerin his […]
7 Model Hubs Battle for SMA Managers & Sponsors
The era of the model hub as a standalone product has arrived. With the launch of model hubs like InvestEdge’s MMxCHANGE, Vestmark’s Manager Marketplace and the soon-to-be released Money Management Institute’s (MMI) Model Hub (the Hub of Hubs), model hubs have moved from internal-only tools that took a back seat to portfolio management and trading and have become […]
5 Reasons Why the Envestnet Acquisition of Yodlee Was Brilliant
In case you’ve been living under a rock for the past week, Envestnet shelled out almost $600 million to purchase data aggregator Yodlee. The reverberations from this deal are still making their way across the industry. After spending about a year talking about licensing deals and partnerships, Envestnet CEO Jud Bergman came to the conclusion that Yodlee’s […]
