Episodes

The post Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 272 of the WealthTech 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 about wealth management technology. My guest for this episode was none o...

The post Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 271 of the WealthTech 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 about wealth management technology. My guest for this episode was CEO of […]...

The post Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 270 of the WealthTech 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 about wealth management technology. My guest for this episode was Chris B...

The post Ep. 269: December WealthTech News appeared first on and was written by Elana Iskowitz. Come on in. Sit back and relax. You’re listening to episode 269 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features news and updates around Wealth Management Technology, and this is our December news update. We missed last month’s news – the month went by […] The post Ep. 269: December WealthTech News appeared first on and was writt...

The post Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 268 of the WealthTech 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 about wealth management technology. My guest for this episode was Joe M...

The post Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 267 of the WealthTech 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 about wealth management technology. My guest for this episode wa...

The post Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 266 of the WealthTech 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 about wealth management technology. My guest for this episode was Ashley M Fox CEO […] The pos...

The post Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 265 of the WealthTech 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 about wealth management technology. My guest for this episode wa...

The post Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 264 of the WealthTech 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 about wealth management technology. My guests for this episode were Kevin Adams and Ryan […] The post Ep....

The post Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 263 of the WealthTech 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 about wealth management technology. My guest today is Terri Kallsen, from Rise ...

The post Ep. 262: October WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to Episode 262 of the WealthTech 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 around Wealth Management Technology. Today’s episode is our October news roundup, and we’re simply overflowing with WealthTech stories, so let’s jump right in. […] The post Ep. 262: October WealthT...

The post Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 261 of the WealthTech 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 about wealth management technology. My guest for this episode was Chip Roame, founder of ...

The post Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 260 of the WealthTech 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 about wealth management technology. My guest for this episode was Adam Holt, founder and...

The post Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 259 of the WealthTech 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 about wealth management technology. My guest for this episode was Olivia Eisin...

The post Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 258 of the WealthTech 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 about wealth management technology. My guest for t...

The post Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 257 of the WealthTech 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 about wealth management technology. My guest for this episode was Irak...

The post Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 256 of the WealthTech 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 about wealth management technology. My guest on this episode is Dr. Dan Ros...

The post Ep. 255: September WealthTech News appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 255 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our August news roundup I’m pretty excited to jump in. This is […] The post Ep. 255: September WealthTech News appeared first on and w...

The post Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 254 of the WealthTech 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 about wealth management technology. My guest for this episode was Matt Middleton, ...

The post Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 253 of the WealthTech 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 about wealth management technology. My guest for this episode wa...

The post Ep. 252: August WealthTech News appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 252 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our August news roundup I’m pretty excited to jump in. We’ve got […] The post Ep. 252: August WealthTech News appeared first on and was w...

The post Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 251 of the WealthTech 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 about wealth management technology. My guest for this episode was Jim Tousignan...

The post Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 250 of the WealthTech 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 about wealth management technology. My guest today was Devon Drew, founder and […] The post Ep. 25...

The post Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 249 of the WealthTech 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 about wealth management technology. My guest for this episode was Mike Sha, ...