WealthTech Today

WealthTech Today


Latest Episodes

Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman
March 28, 2024

Come on in and sit back and relax. Youre listening to Episode 233 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Ep. 232: March WealthTech News
March 21, 2024

Come on in. Sit back and relax. Youre listening to episode 232 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, in

Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
March 14, 2024

Come on in and sit back and relax. Youre listening to Episode 231 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial
March 07, 2024

Come on in and sit back and relax. Youre listening to Episode 230 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Ep. 229: The Breakaway Blueprint, with Advyzon
March 05, 2024

Come on in and sit back and relax. Youre listening to Episode 229 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Ep. 228: February Wealthtech News
February 29, 2024

Come on in. Sit back and relax. Youre listening to episode 228 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, in

Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts
February 27, 2024

Come on in and sit back and relax. Youre listening to Episode 227 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX
February 20, 2024

Come on in and sit back and relax. Youre listening to Episode 226 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac
February 15, 2024

Come on in and sit back and relax. Youre listening to Episode 225 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n

Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls
February 08, 2024

Come on in and sit back and relax. Youre listening to Episode 224 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n