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. 195: July WealthTech News

Come on in, sit back and relax. You’re listening to episode 195 of The WealthTech 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. But before we get started with the news, I have […]

AI’s Judgment Day: How ChatGPT-4 is Reshaping Wealth Management

“AI will probably lead to the end of the world, but in the meantime, it will help build some great companies.” –Sam Altmen, Chairman of OpenAI, developers of ChatGPT The latest version of Generative AI finally hitting the market has brought about something akin to a technological judgment day. Awe, confusion, and fear have spread […]

June by the Numbers: An Update on the Ezra Group WealthTech Integration Score

Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group.  This month, six new products were added to the map. Each one was evaluated by our research […]

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 […]

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. 165: November News Roundup

Come on in, sit back and relax and listen to episode 165 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 around wealth. Management Technology. This episode is our news roundup, where I go through […]