WealthTech Today

WealthTech Today


Ep. 274: January News Roundup

February 03, 2025

The post Ep. 274: January News Roundup appeared first on and was written by Elana Iskowitz.


Come on in. Sit back and relax. You’re listening to episode 274 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. This is our January news roundup, chock full of […]


The post Ep. 274: January News Roundup appeared first on and was written by Elana Iskowitz.