WealthTech Today
Latest Episodes
Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne
“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed inc
Ep. 114: October WealthTech News Roundup
Come on in, sit back, relax and enjoy episode 114 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked wit
Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network
“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss the community that goes along with being part of a lar
Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement
“Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data f
Ep. 111: September Wealthtech News Roundup
Come on in, sit back, relax and enjoy episode 111 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked wit
Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar
“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history and academically validated research is really hard to r
Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG
“If we think about the underpinning of our future growth strategy we’re specifically looking to accelerate growth by developing and delivering on a globalized strategy that’s delivered in a local way
Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre
“Just buying Bitcoin and Ethereum, for some clients and for some advisors, maybe it is good enough. But at the end of the day, you don’t want to be the one that’s picking the AOL or the Yahoo of this
Ep. 107: August News Roundup
Come on in, sit back, relax and enjoy episode 107 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked wit
Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante
“Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help fin