Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex

Come on in and sit back and relax. You’re listening to Episode 222 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 Bill Capuzzi, […]

Why Bitcoin Has Reached a Tipping Point with Financial Advisors

why financial advisors should invest in bitcoin

“It’s easier to build a new financial system than it is to reform the existing one.” — Naval Ravikant, entrepreneur, investor, co-founder AngelList The ecosystem that has grown up around digital assets over the past 12 years since the Bitcoin network first went live has been nothing short of a revolutionary time for financial services.  […]

#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 […]

Diamond in the Rough: Orion Finds a Financial Planning Gem in Advizr

orion advisor services

“The soul is placed in the body like a rough diamond, and must be polished, or the luster of it will never appear.” ― Daniel Defoe, English writer Orion Advisor Tech (formerly Orion Advisor Services) announced that they are acquiring financial planning software vendor Advizr for an undisclosed amount. I sat down with Randy Lambert, president of […]