Episodes

The post Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 224 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 is Colin Falls, founder […] T...

The post Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 223 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. We love talking about wealth management technology here, an...

The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 222 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 is Bill Capuzzi, […] The post Ep. 222: Bridging th...

The post Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 221 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. This episode is part of our series for […] The post Ep. 221: The Breakaway Bluepr...

The post Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 220 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 is Matt Radgowski, ...

“I’ve got a maximalist view on this I’ve sort of self radicalized but it’s not just that advisors have to compete with now, banks and insurance companies and fintechs and Google for the distribution of financial products. And I think the opportunity for advisors there is money in motion is a sales trigger. And so […]

“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets, that are career insurance producers, and they all want a consistent framework to do that. So if you had two people sitting side by side and one of them was an asset manager, when they get to the next […]

“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 income, but at some point they don’t want their clients paying the benefit-based fee, which is always increasing. And they […]

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 with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

“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 larger organization. And I know there’s been a lot of platforms over the years that have built and strengthened their […]

“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 from my clients that is in the moment and can support a deeper conversation?” — Julie Littlechild, Founder and CEO, […]

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 with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

“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 replicate in the FinTech space. And part of the acquisition of PlanPlus Global is they did some things on the advanced […]

“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 to meet client needs. What I mean by that specifically, if we think about for example private banks in North America relative to private […]

“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 age. If you look at the the whole Dot Com era and all of the […]

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 with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

“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 financial advisory firms to bring this cause in front of their clients so they can plan their financial […]

“When we started InterGen Data, what we did was to say give us your client data and we’ll turn it around and send you back a list of life events, especially around critical illnesses and how likely they are to happen. Because people don’t plan for those types of things, they don’t plan for a […]

Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]

“The first thing that Biju and I wrote down before we even wrote our business plan is that we want to create a positive impact in the world before we worried about profits. And from that perspective, we think that the state of people’s savings and retirement is a huge issue. The wealth gap in […]

“Financial advisors are looking to differentiate their value to clients as we are on the precipice of the largest wealth transfer in history. I think the playbooks for the next 5, 10, 20 years in the financial advice business will most likely be different than the playbooks from the past. I think a part of […]

Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]

“One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of attention. I get calls from probably 30, 40, 50 of those firms. We don’t want them all at T3 because a lot of them, we just think, don’t have legs. […]

“When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […]