Ep. 166: Don’t Wing It: 5 Tips for the Enterprise Market with Robert Sofia, Snappy Kraken

Come on in and sit back relax, you’re listening to Episode 166 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 called […]

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. 140: Automating Advisor Workflows with Anand Sheth, Pulse360

Come on in, sit back and relax, you’re listening to episode 140 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 went […]

Ep. 111: September Wealthtech News Roundup

Come on in, sit back, relax and enjoy episode 111 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 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. […]

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. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu

wealth management technology

“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically.¬† It’s no longer a zero sum game. All advisors need some digital, they […]

13 Reasons Advisors Should Be Emperors of Their Technology Domains

We’ve seen so many webinars since the pandemic began that “Zoom Fatigue” has become a trending term. But I believe that the majority of us are enjoying the remote discussions and savoring the free time that has been gifted to us from not having to commute to an office or fly across country to attend […]