“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
“Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier
“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their
“The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of
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