Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra
Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Amit Dogra, President […]
Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management
Come on in and sit back relax, you’re listening to Episode 191 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. This episode is part of our series on RIA […]
Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth
Come on in and sit back relax, you’re listening to Episode 189 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is the one and […]
Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin
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 Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […]
Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup
Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]
Envestnet Advisor Summit 2015 Quick Twitter Recap – Day 2
Another jammed-packed day of advisor information at the Envestnet Advisor Summit 2015 from a very sunny Chicago. It was 80 degrees outside yesterday, but for the 1,600 advisors attendees here, it was cool and comfortable as they soaked up the tips, instructions and best practices for Envestnet’s ever-growing suite of products and services. Take a […]
Oranj David Lyon: We’re The Un-Robo-Advisor
Today, using Uber to hail a cab, Amazon to buy electronics or Venmo to transfer money have become commonplace. Dealing with a live person to handle every day tasks seems almost quaint and old fashioned. So, why would engaging with a financial advisor be any different? As reported in a recent Boston Consulting Group study, […]
