Ep. 198: August WealthTech News
Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman Sachs making headlines for all the wrong reasons, plus our regular updates on the WealthTech integration scores, and the Kitces-Ezra Group advisor tech map, but before I start, let me […]
Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 155 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. This podcast features […]
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. […]
#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross
“In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where there’s a volatile market, you need to be able to move quickly. So I think advisors need to control the user experience and the client experience much more than […]
Top 10 WMToday Posts from 2018
From Wealth Management AI, Winners of WealthTech, Conference Summaries and Stranger Things in the wealth management technology and digital banking industry, here are the top ten posts of 2018.
Is AdvisorEngine Building a Tamarac Killer?
How much do you need to spend to build a wealth management platform that is able to compete with the established market leaders? Around $60 million, based on the total investments gathered by upstart wealthtech vendor AdvisorEngine. This is how much cash the firm has grabbed since 2014, when it was launched by Rich Cancro, who […]
3 Updates to Tamarac Integration Partners that RIA’s Will Love
I’m writing this post from seat 29C on a United flight from Newark to Los Angeles where I’ll be attending this year’s T3 Advisor Conference. The ability to stay productive almost 24/7 is both a boon and bane. Advances in technology provide me with wifi access at 35,000 feet, but also piles on the pressure […]
TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal
While stand-alone robo-advisor assets have flatlined, deep pocketed players are still circling, hoping to land a bargain and jump start their digital strategy. Firms are pitching themselves as technology plays rather than just online RIA’s that mostly eschew human advisors. TD Ameritrade is positioning their latest version of iRebal as the ‘Intel inside’ for online advisors. The technology savvy custodian […]
