Wealth Management Today

Wealth Management Today


Latest Episodes

Ep. 117: An Advisor’s Guide to NFTs with Lex Sokolin, ConsenSys
November 12, 2021

“I’ve got a maximalist view on this I’ve sort of self radicalized but it’s not just that advisors have to compete with now, banks and insurance companies and fintechs and Google for the distribution o

Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx
October 28, 2021

“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets,  that are career insurance producers, and they all want a consistent framework to do that.  So

Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne
October 21, 2021

“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed inc

Ep. 114: October WealthTech News Roundup
October 12, 2021

Come on in, sit back, relax and enjoy episode 114 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 wit

Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network
September 30, 2021

“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss the community that goes along with being part of a lar

Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement
September 23, 2021

“Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data f

Ep. 111: September Wealthtech News Roundup
September 14, 2021

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 wit

Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar
September 04, 2021

“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history and academically validated research is really hard to r

Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG
August 27, 2021

“If we think about the underpinning of our future growth strategy we’re specifically looking to accelerate growth by developing and delivering on a globalized strategy that’s delivered in a local way

Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre
August 19, 2021

“Just buying Bitcoin and Ethereum, for some clients and for some advisors, maybe it is good enough. But at the end of the day, you don’t want to be the one that’s picking the AOL or the Yahoo of this