3 Tips for Advisors to Choose the Right Technology 

“We are stuck with technology when what we really want is just stuff that works.” ― Douglas Adams, The Salmon of Doubt Advisors are flooded with technology choices. You can throw a dart at the map and hit a software application that has hundreds of satisfied users. But is it the right technology for your […]

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. […]

financial advisor technology

Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild

“We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end pipes and plumbing, but I’ve observed that it is actually an area where there has been precious little innovation, and perhaps not as much investment in bringing forward the best […]

financial advisor technology

#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road

It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup of some of the top wealthtech news and we’ve got a terrific mix of stories to keep you on top of the latest industry updates. When is a custodian less […]