Commonwealth Financial Network Integrates with Pontera

As of December 31, 2022, a total of $37.8 trillion was held in U.S. retirement plans and accounts, of which $26.3 trillion (70%) was in employer-sponsored accounts. These accounts, including 401(k)s, 403(b)s and 457s, were once part of the last frontier of assets that advisors could not reach since the SEC decided that regulatory AUM […]

Ep. 190: June WealthTech News

Come on in, sit back and relax. You’re listening to episode 190 of The Wealth Tech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. Welcome to our monthly episode of News, we have […]

Building Greater Client Trust with Data Aggregation Tools

data aggregation tools

One of the most powerful tides rising in the financial services industry is the global shift towards open banking. By 2024, over 130 million consumers worldwide will be engaging with open banking services which promise consumers greater control over their data, but also places responsibility on firms to manage and secure their data effectively. The […]

Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2

Come on in, sit back and relax. You’re listening to episode 172 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. 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. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera

Come on in, sit back and relax, you’re listening to episode 141 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 theme for this month is startups, we have […]