June by the Numbers: An Update on the Ezra Group WealthTech Integration Score

Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group.  This month, six new products were added to the map. Each one was evaluated by our research […]

3 Tips for Advisors to Choose the Right Technology 

“We are stuck with technology when what we really want is just stuff that works.” ― Douglas Adams, The Salmon of Doubt Advisors are flooded with technology choices. You can throw a dart at the map and hit a software application that has hundreds of satisfied users. But is it the right technology for your […]

Ep. 111: September Wealthtech News Roundup

Come on in, sit back, relax and enjoy episode 111 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

#ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati

“Advisors are in the business to communicating and helping people grow and retain their assets through whatever lifestyle changes they may have. So communicating honestly and authentically is always a key.” –Maree Moscati, CEO, CopyTalk Holder of FINRA Series 24, 7 & 63 licenses, Maree spent 30 years exceeding her goals as a leader in […]