Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark
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 153 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]
Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark
“Now, you and I both remember the cost basis legislation, that was a while ago. Since then, at least there is a source of good accurate cost basis information. But to this day, we see situations where firms have layered on a portfolio management or rebalancing or trading system on top of a core system […]
Ep. 119: December WealthTech News Roundup
Come on in, sit back, relax and enjoy episode 119 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. 101: June 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. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones
“The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who’ve already opted into working with a human advisor, even though they’re getting screwed. And so for us, this is an enormous readily available market if we can open up […]
#ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar
What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry? You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […]
47 Portfolio Management Systems Can’t All Survive
Our danger is not too few, but too many options … to be puzzled by innumerable alternatives. — Sir Richard Livingstone, British Scholar Overchoice or choice overload[1] is a cognitive process in which people have a difficult time making a decision when faced with many options. The term was first introduced by Alvin Tofflerin his […]
#ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems
“We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition process.” — Ray Mulligan, IFS Ray Mulligan brings more than 25 years of experience in consulting and financial services to IFS. As the company’s MD, Product Strategy, Ray manages product […]
