Ep. 114: October WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 114 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. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology 

“If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits.  We all created routines the past year or so while we’ve been stuck at home that we would love to break out of. But travel is coming back!  I’m seeing […]

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 […]

#ItzOnWealthTech Ep. 61: Reimagining Retirement Planning with Abraham Okusanya

“I came to a simple realization that the way we do retirement planning sucks! The user interface, the application of evidence and data to the decumulation process was, to put it mildly, practically nonexistent.” –Abraham Okusanya, Founder and CEO, Timeline App Abraham is the founder and CEO of Timeline App, the next-gen retirement income software […]

#ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones

“The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who’ve already opted into working with a human advisor, even though they’re getting screwed. And so for us, this is an enormous readily available market if we can open up […]

13 Reasons Advisors Should Be Emperors of Their Technology Domains

We’ve seen so many webinars since the pandemic began that “Zoom Fatigue” has become a trending term. But I believe that the majority of us are enjoying the remote discussions and savoring the free time that has been gifted to us from not having to commute to an office or fly across country to attend […]

#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal

“After just an hour, two thirds of our short-term memory is gone, it’s amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you’re going to see better results.” “The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […]

remote wealthtech advisors

6 Smart Strategies for Managing Remote Wealthtech Employees

“Too much of a good thing can be wonderful.” — Mae West, American Actress When something is working, you want to keep it going.  Especially when it’s also sharing great information and having a positive impact on your industry.  Doing it again is a no brainer. This is why Cory Westphal, CEO of fintech firm […]