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. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech
Come on in and sit back relax, you’re listening to Episode 162 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. Our topic this month is leaders in integration I […]
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. 97: When One Door Closes, Another Opens – May WealthTech News Roundup
Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]
#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners
“I know this from my many years at Jefferson National, it was difficult to get the Orions and the BlackDiamonds of the world to build insurance functionality, because they didn’t have demand. Their advisors aren’t really using these products, so a data feed would be enough. But as there’s more demand, the technology becomes necessary […]
#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick
“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled engine inside Cetera. So we know that when we bring on this number of advisors and this number of assets, that we’re going to be able to help them run […]
#ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare
“TAMPs are often the first thing that advisors outsource. They know that they aren’t very good at investments and they were very happy to turn to somebody who had some expertise in there. So what’s happened is that they’ve had to adopt and integrate more tools such as onboarding and proposal generation. I think the […]
