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. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan

“How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […]