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. […]

RIA rollups

4 Secrets of Successful RIA Rollups

Whether you call them RIA consolidators, aggregators or roll-ups, they are all fighting toward the same goal: keeping their advisors happy and growing their assets.  Yet how they got their their current size and how they plan to keep growing is a story that often gets overlooked. Three successful RIA rollups recently appeared on stage […]

MarketCounsel 2015

Key Takeaways from MarketCounsel 2015 – Day 1

While I sat inside the famous Fountainebleau Hotel last week attending MarketCounsel 2015, the rain was coming down in sheets on Miami Beach. Fortunately, I was surrounded by power players from the independent advisor channel and there was a steady stream of decision makers and industry influencers parading across the stage in front of me. This year’s summit lived […]