WealthTech Today
Latest Episodes
Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT
In this episode of WealthTech Today, host Craig Iskowitz sits down with Bob Santella, CEO of BetaNXT, to discuss the companys innovative approach to data modernization and their vision for the future
Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist
Come on in, sit back and relax. Youre listening to Episode 272 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace
Come on in, sit back and relax. Youre listening to Episode 271 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth
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
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
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
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
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
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
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
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