“We’ve got a platform that we built along with Bambu and Apex Clearing that’s called Tango that has full robo-advice capability. The difference between a
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
“We really think for the next generation of clients and advisors, crypto is going to be like any other asset class. You have to have
“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
“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
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
“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
This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later
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