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

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

Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data

“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 […]

Ep. 101: June WealthTech News Roundup

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. […]

financial advisor technology

Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro

“There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of reactive using our predicted outcomes that provide about 90% accuracy for out of pocket costs, and we can have those conversations when they’re a sophomore of a junior, not when […]

wealth management technology

#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup

“The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the most mysterious properties of a system: Emergence. [read my exploration into that topic] The phrase is also used to explain the importance of Synergy and the foundations of Gestalt theory. […]

#ItzOnWealthTech Ep. 61: Reimagining Retirement Planning with Abraham Okusanya

“I came to a simple realization that the way we do retirement planning sucks! The user interface, the application of evidence and data to the decumulation process was, to put it mildly, practically nonexistent.” –Abraham Okusanya, Founder and CEO, Timeline App Abraham is the founder and CEO of Timeline App, the next-gen retirement income software […]