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. […]

#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 […]

financial advisor technology

#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road

It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup of some of the top wealthtech news and we’ve got a terrific mix of stories to keep you on top of the latest industry updates. When is a custodian less […]

fintech mergers and acquisitions

#ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts

“Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner in a journey that will inspire you, support you, push you.  There’s so much capital being poured into our space right now. The check […]

#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management

It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […]