Ep. 107: August News Roundup

Come on in, sit back, relax and enjoy episode 107 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. […]

3 Ways Personality Testing Crushes Risk Tolerance Questionnaires

risk tolerance

Considering the tidal wave of fear-driven headlines these days, it’s tough focusing on the biggest issue we should be worrying about.  Climate change causing the oceans to rise?  Over-exuberant stock market heading for a crash?  The New England Patriots winning another Super Bowl? The problem is that human brains just aren’t wired to make accurate risk predictions. Financial advisors […]

InVest 2015 Conference: Fast Twitter Recap – Day 1

Invest 2015 conference

This is my summary of day 1 of the In|Vest 2015 Conference.  This is the first year for this conference and they are targeting a wide audience, at least beyond what I see at other wealth management events. Their goal was to bring together traditional wealth management firms, retail and private banks with enterprise technology and service providers, digital advisory and […]

How Risk Tolerance Software Is Disrupting Wealth Management

Top Ten WMToday Posts

What is the internal force that pushes people to try and solve a problem that almost no one else realizes is even there?   How does building a better mousetrap go from unrealistic idea to working software to a revenue-generating business?  And how do we know if it something we even need? This process has already occurred with risk […]

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