WealthTech Today
Latest Episodes
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
Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth
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
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
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
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