WealthTech Today

WealthTech Today


Latest Episodes

Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth
January 03, 2025

Come on in, sit back and relax. Youre listening to Episode 270 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 269: December WealthTech News
December 31, 2024

Come on in. Sit back and relax. Youre listening to episode 269 of the Wealth Tech Today podcast. Im your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features news and updates

Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak
December 17, 2024

Come on in, sit back and relax. Youre listening to Episode 268 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group
December 10, 2024

Come on in, sit back and relax. Youre listening to Episode 267 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify
November 27, 2024

Come on in, sit back and relax. Youre listening to Episode 266 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy
November 19, 2024

Come on in, sit back and relax. Youre listening to Episode 265 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration
November 12, 2024

Come on in, sit back and relax. Youre listening to Episode 264 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth
November 04, 2024

Come on in, sit back and relax. Youre listening to Episode 263 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 262: October WealthTech News
October 24, 2024

Welcome to Episode 262 of the WealthTech Today podcast. Im your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news, and analysis on the trends and best prac

Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
October 17, 2024

Come on in, sit back and relax. Youre listening to Episode 261 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news