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 […]
3 Strategies for Wealth Management Firms to Avoid Falling into a Data Swamp
Wealth management firms swim in data. Whether it’s regulatory reporting, AML/KYC or portfolio management, research and analysis, the sheer amount of data becomes unwieldy as a firm grows – and these categories above merely scratch the surface. Even small firms need storage for hundreds (if not thousands) of documents. Without a system to organize and […]
4 Benefits of a 360-Degree Client View
“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on the wealth management by Deloitte, advisor preferences are changing due to evolving technology and the availability of accurate, relevant data at their fingertips. The most effective advisors are able to […]
Ep. 136: April WealthTech News Roundup
Come on in, sit back, relax and enjoy episode 136 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]
Ep. 104: July Wealthtech News Roundup
Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]
Why Every Wealth Management Firm Needs A Chief Data Officer
“You can have data without information, but you cannot have information without data.” ― Daniel Keys Moran, American computer programmer and science fiction writer In Moran’s book The Long Run (1989), he presciently described the civilization-changing impact that a ubiquitously available Internet would bring to society. He introduced the concept of Internet addiction disorder, which […]
Ep. 101: June WealthTech News Roundup
Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]
#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup
“The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the most mysterious properties of a system: Emergence. [read my exploration into that topic] The phrase is also used to explain the importance of Synergy and the foundations of Gestalt theory. […]
