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. 101: June 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. […]

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#ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?

“There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice who don’t know where to turn. Helping them to lay the foundations for a healthy financial life by understanding the key tenants and […]

#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout

“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […]