Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360

Come on in, sit back and relax. You’re listening to Episode 239 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. This episode is part of our Breakaway Blueprint series, where […]

Ep. 236: April WealthTech News

Come on in. Sit back and relax. You’re listening to episode 236 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 April news roundup, we’ve got a lot to cover here. We’re […]

Ep. 204: October WealthTech News

Come on in and sit back and relax. You’re listening to Episode 204 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 about Wealth Management Technology. Welcome to our October monthly news review. I […]

Ep. 198: August WealthTech News

Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman Sachs making headlines for all the wrong reasons, plus our regular updates on the WealthTech integration scores, and the Kitces-Ezra Group advisor tech map, but before I start, let me […]

Why There Always Seems to be Room for One More Application

“A person who never made a mistake never tried anything new.” — Albert Einstein Can there ever be too much of a good thing? The wealthtech landscape has seen steady growth over the past six years since the Kitces\Ezra Group Advisortech Map was launched. The first version had 80 applications across 20 categories. Today, there […]