Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel
In this episode of WealthTech Today, Craig Iskowitz sits down with Larry Shumbres, Founder and CEO of Archive Intel, to discuss the high-stakes world of regulatory compliance and the modern challenges of off-channel communications. With the SEC and FINRA levying record-breaking fines for texting violations, the industry is at a crossroads between maintaining client convenience […]
Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth
In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur. His insights on the […]
Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx
Come on in and sit back relax, you’re listening to Episode 192 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. I had a fun conversation with today’s guest Lacey […]
Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth
Come on in and sit back relax, you’re listening to Episode 189 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. My guest for this episode is the one and […]
Ep 184: May WealthTech News
Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech 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. And this is our main news roundup, and there’s […]
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 […]
Ep. 164: An Opportunity to Influence the Future of Wealth Management with Kabir Sethi, LPL Financial
Come on in and sit back relax, you’re listening to Episode 164 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. Before we get into the interview, if you are […]
How I Built My RIA Tech Stack, with Derek Notman
Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual. But in a post-COVID world, it looks more like the move of a visionary who was willing to take a chance to provide a better work-life balance while still delivering outstanding service […]