Ep. 232: March WealthTech News

Come on in. Sit back and relax. You’re listening to episode 232 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our March news roundup, where I read the news give you my […]

Money Re-Imagined: Cryptocurrency & the Disruption of Investing

cryptocurrency financial advisors

As part of this year’s Riskalyze Fearless Week Client Conference, CEO Aaron Klein asked if I had a topic that I’d like to be interviewed about. I suggested cryptocurrency, since I’d been interested in it for a number of years and believe it has the potential to transform financial services and wealth management. I was […]