The Advisor’s Almanac: A Growth Guide for Advice Practices
There are no gardening mistakes, only experiments. — Janet Kilburn Philips New digital solutions have harbored a financial advice boom, flooding the market with previously untapped investors. Financial advice clients are at an all time high of over 64 million, but that doesn’t make growth for every RIA a given. Expanding an advice practice in […]
Ep 184: May WealthTech News
Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech 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. And this is our main news roundup, and there’s […]
Pontera Adds Integrations with Envestnet and AssetBook to Enable Direct Trading in 401(k) Accounts
Every so often a new tech solution comes along that makes you say, “why did no one think of this before?!” This what I said to myself when I first heard of Pontera and their technology enabling advisors to trade directly in 401(k) and other retirement accounts. It has revolutionized how advisors interact with assets […]
Ep. 175: February Wealthtech News
Come on in and sit back relax, you’re listening to Episode 175 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our December news roundup where we cover a curated selection of the most interesting news stories in wealth tech. Before we get into the […]
Ep. 174: Pershing X Goes All In On Financial Planning, with Ainslie Simmonds
Come on in and sit back relax, you’re listening to Episode 174 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 ongoing series focusing […]
Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2
Come on in, sit back and relax. You’re listening to episode 172 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder of Ezra Group Consulting. The content of this podcast is designed to share thought-provoking industry analysis, best practices, in-depth discussions, and lively conversations all around wealth management technology. This is […]
Ep. 171: Top 10 Most Downloaded Episodes of 2022 – Part 1
Come on in, sit back and relax. You’re listening to episode 171 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder of Ezra Group Consulting. The content of this podcast is designed to share thought-provoking industry analysis, best practices, in-depth discussions, and lively conversations all around wealth management technology. This is […]
Ep 170: December WealthTech News
Come on in and sit back relax, you’re listening to Episode 170 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our December news roundup where we cover a curated selection of the most interesting news stories in wealth tech. And this is the very last […]
