Come on in, sit back, relax and enjoy episode 119 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. […]
“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 […]
“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 […]
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. […]
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. […]
“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 […]
“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. […]
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