#ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist

“The most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the combination of people who are frustrated with their current solutions, so it’s not like we had to go manufacturer demand, people are not super happy with what they have today, […]

Robinhood Gamestop explained

#ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze

“For markets to work there have to be winners and losers. It’s not a good look for Robinhood to change the rules of the game and effectively turn off one side of the GameStop trade. It’s also not a good look for the DTCC, the prime brokers, the intermediaries, the market makers, the exchangers, it’s […]

cryptocurrency wealth management

#ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou

“Essentially, blockchain has the potential to change the economics of how we manufacture different securities as we know them. Whether it’s a deposit, or some other structured product and DeFi is one experiment, we will see whether it works or not. Blockchain is allowing us to do all of these things and I see a lot […]

#ItzOnWealthTech Ep. 80: Best of 2020 – Part 2

Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting company called Ezra Group. We are experts in everything related to wealthtech, and this is where I usually give our standard marketing pitch, but instead I’m going to sneak in […]

fintech

#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin

“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […]

#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 […]

cryptocurrency financial advisors

Money Re-Imagined: Cryptocurrency & the Disruption of Investing

As part of this year’s Riskalyze Fearless Week Client Conference, CEO Aaron Klein asked if I had a topic that I’d like to be interviewed about. I suggested cryptocurrency, since I’d been interested in it for a number of years and believe it has the potential to transform financial services and wealth management. I was […]

Waiting for the Other Shoe to Drop: After Motif Closes, Which Roboadvisors Will Survive?

“Success is 10% strategy and 90% execution.” — Karl Moore, Professor, Strategy & Organization, McGill University We’ve all heard the old adage that success is 10% inspiration and 90% perspiration or some similar combination. Everything I’ve ever read about successful businesses backs up this ratio. One successful entrepreneur went so far as to say that […]