Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar

“At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history and academically validated research is really hard to replicate in the FinTech space. And part of the acquisition of PlanPlus Global is they did some things on the advanced […]

Ep. 107: August News Roundup

Come on in, sit back, relax and enjoy episode 107 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. 104: July Wealthtech News Roundup

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 managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]

Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup

Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]

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 […]

independent broker-dealer technology

Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack

“The fact that we’re new technology and we have very low tech debt, our tech debt is measured in weeks not months or years, decades, in some cases with older companies, we think that’s an added advantage. With RBC BLACK, they’ve certainly taken advantage of those functions, they white label and they’ve taken advantage of […]

european wealth management technology vendors

#ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de

European geography has become almost irrelevant as FinTech markets have flattened out, enabling technology firms to more easily reach customers beyond national borders. Boosted by cloud software efficiency, specifically productivity tools, communication and open architecture, some aspects of FinTech in the US seem to be falling behind that of most of Europe, where regulation looks […]

#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick

“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled engine inside Cetera. So we know that when we bring on this number of advisors and this number of assets, that we’re going to be able to help them run […]