Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager

Come on in, sit back and relax, you’re listening to episode 142 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 I was at the Envestnet Advisor Summit […]