WealthTech Today

<p>The post <a href="https://wealthtechtoday.com/2025/05/02/ai-productivity-tools-financial-executives/">Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Financial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore the AI productivity tools that are helping them reclaim hours from their day. From email automation to smart scheduling, these busy CEOs reveal […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/05/02/ai-productivity-tools-financial-executives/">Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/04/17/ep-287-your-calendar-just-got-smarter-the-rise-of-ai-meeting-management-foradvisors-with-arnulf-hsu-greminders/">Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Arnulf Hsu, founder and CEO of GReminders, talks about how their AI-powered meeting management platform is transforming workflows for financial advisors with host Craig Iskowitz. GReminders has seen remarkable growth, expanding to serve over 2,000 advisors and 450 RIAs by focusing on the entire meeting lifecycle rather than just individual components like scheduling or note-taking. […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/04/17/ep-287-your-calendar-just-got-smarter-the-rise-of-ai-meeting-management-foradvisors-with-arnulf-hsu-greminders/">Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/04/10/ep-286-rafael-louriero-ai-estate-planning-tech/">Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Rafael Loureiro, CEO and co-founder of Wealth.com shares how a frustrating personal experience with estate planning led him to create a company that secured $30 million in Series A funding from Google Ventures. Their discussion reveals how outdated processes in AI-powered estate planning technology for financial advisors created an opportunity for technology-driven innovation in an […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/04/10/ep-286-rafael-louriero-ai-estate-planning-tech/">Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/04/07/ep-285-from-clunky-to-confident-why-rias-are-rethinking-proposal-generation-tools-in-2025-with-james-rockwood-capintel/">Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>James Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes how technology can enable a personalized approach to proposals which builds stronger client relationships. CapIntel is approaching 20,000 advisors globally with strong business growth metrics. Key Takeaways Trust is more important than performance for client […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/04/07/ep-285-from-clunky-to-confident-why-rias-are-rethinking-proposal-generation-tools-in-2025-with-james-rockwood-capintel/">Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/04/03/ep-284-icapital-alternative-investments-automation/">Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Alternative investments have traditionally been difficult to scale due to fragmented processes and limited infrastructure. In this episode, iCapital CEO Lawrence Calcano shares how their platform is tackling these challenges head-on—using automation technology to connect the entire alternative investment ecosystem. The result? A more streamlined, scalable solution for wealth management firms seeking to integrate alts […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/04/03/ep-284-icapital-alternative-investments-automation/">Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/03/28/ep-283-dont-hire-the-wrong-consultant-a-buyers-guide-for-rias/">Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>In this special episode of the WealthTech Today podcast, host Craig Iskowitz sits down with Marcus Grimm, fractional CMO and B2B marketing veteran, to discuss the importance of structured decision-making when RIAs select wealth management consultants. The conversation explores why firms often make the wrong technology choices despite good intentions, and how proper buyer’s guides […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/03/28/ep-283-dont-hire-the-wrong-consultant-a-buyers-guide-for-rias/">Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/03/21/ep-282-the-unexpected-alliance-how-robinhoods-300m-tradepmr-acquisition-will-reshape-custody-with-robb-baldwin/">Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Robinhood’s $300M acquisition of TradePMR marks a strategic pivot into the RIA space that few saw coming. In this exclusive interview, TradePMR founder and CEO Robb Baldwin sits down with Craig Iskowitz just one day after closing the deal to share the inside story of how this unexpected partnership came together. Baldwin reveals the three […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/03/21/ep-282-the-unexpected-alliance-how-robinhoods-300m-tradepmr-acquisition-will-reshape-custody-with-robb-baldwin/">Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/03/14/ep-281-march-wealthtech-news/">Ep. 281: March WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>In this March News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: Morningstar Office is Shutting Down CircleBlack to Acquire AssetBook Betterment acquires robo-advisor business from Ellevest Docupace acquires […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/03/14/ep-281-march-wealthtech-news/">Ep. 281: March WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/03/13/ep-280-apis-alts-and-the-end-of-the-swivel-chair-modernizing-ria-custody-with-bill-capuzzi-apex-fintech/">Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Bill Capuzzi, CEO of Apex FinTech Solutions, explains how his company is revolutionizing the investment technology landscape with real-time, cloud-native solutions that are democratizing access for retail investors. While traditional custodians remain mired in batch processing and fragmented workflows, Apex is building a comprehensive ecosystem that processed half a billion trades in 2024 – exceeding […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/03/13/ep-280-apis-alts-and-the-end-of-the-swivel-chair-modernizing-ria-custody-with-bill-capuzzi-apex-fintech/">Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/03/06/ep-279-delivering-7x-growth-the-advantage-of-smart-marketing-tech-with-robert-sofia-snappy-kraken/">Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Robert Sofia, founder and CEO of Snappy Kraken, breaks down how financial advisors can dramatically improve their marketing effectiveness in a digital-first world. While many wealth management firms struggle with outdated approaches or cobbled-together tech stacks, Sofia outlines a unified framework that’s helping Snappy Kraken’s clients grow at seven times the industry average. Sofia also […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/03/06/ep-279-delivering-7x-growth-the-advantage-of-smart-marketing-tech-with-robert-sofia-snappy-kraken/">Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/02/24/ep-278-tech-tonic-shifts-when-platforms-crumble-and-opportunities-rise-with-joel-bruckenstein-t3-conferences/">Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Morningstar’s exit from the wealth platform business signals a shift in the industry, leaving advisors scrambling for alternatives. In this episode, Craig Iskowitz sits down with Joel Bruckenstein, president of Technology Tools for Today, to discuss the implications of Morningstar Office’s shutdown and what advisors can expect at the upcoming T3 conference in Dallas. With […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/02/24/ep-278-tech-tonic-shifts-when-platforms-crumble-and-opportunities-rise-with-joel-bruckenstein-t3-conferences/">Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/02/20/ep-277-snowflake-it-till-you-make-it-the-benefits-of-a-cloud-agnostic-vision-with-adam-palmer-orion/">Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Data management in wealth management is undergoing a fundamental shift, with firms spending up to 40% of their data budget on management alone. Discover how Snowflake is transforming financial services data management through cloud-agnostic solutions and AI implementation. Join VP Adam Palmer for insights on the future of financial data infrastructure and why the future […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/02/20/ep-277-snowflake-it-till-you-make-it-the-benefits-of-a-cloud-agnostic-vision-with-adam-palmer-orion/">Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/02/18/ep-275-build-buy-or-boomerang-the-great-ria-platform-race-with-lori-hardwick/">Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. She provides unique insights into how this shift is affecting both established players and emerging companies in the space. Key Takeaways Broker-dealers are launching independent RIA platforms with separate technology stacks Technology selection between […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/02/18/ep-275-build-buy-or-boomerang-the-great-ria-platform-race-with-lori-hardwick/">Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/02/18/ep-276-scaling-private-markets-industrializing-alternative-investments-technology-with-jeff-yabuki-investcloud/">Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>InvestCloud CEO Jeff Yabuki discusses the company’s ambitious plans to revolutionize alternative investments through their new Private Markets Account (PMA) network. After taking the helm during a period of transition, Yabuki shares his vision for industrializing innovation and scaling implementation processes at one of wealth management’s largest technology providers. Key Takeaways The development of the […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/02/18/ep-276-scaling-private-markets-industrializing-alternative-investments-technology-with-jeff-yabuki-investcloud/">Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/02/03/jan-news/">Ep. 274: January News Roundup</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in. Sit back and relax. You’re listening to episode 274 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. This is our January news roundup, chock full of […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/02/03/jan-news/">Ep. 274: January News Roundup</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/01/24/from-chaos-to-zen-streamlining-wealth-management-data-with-bob-santella-betanxt/">Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroup-com/">Craig Iskowitz</a>.</p> <p>In this episode of WealthTech Today, host Craig Iskowitz sits down with Bob Santella, CEO of BetaNXT, to discuss the company’s innovative approach to data modernization and their vision for the future of connected wealth. Episode Highlights Bob Santella brings over three decades of experience in financial and capital markets to his role as the […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/01/24/from-chaos-to-zen-streamlining-wealth-management-data-with-bob-santella-betanxt/">Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroup-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/01/16/ep-272-why-robinhoods-tradepmr-deal-changes-everything-and-nothing-in-ria-custody-with-jason-wenk-altruist/">Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 272 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was none other […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/01/16/ep-272-why-robinhoods-tradepmr-deal-changes-everything-and-nothing-in-ria-custody-with-jason-wenk-altruist/">Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/01/10/ep-271-from-manual-to-magical-automating-wealth-managements-biggest-headaches-with-david-knoch-docupace/">Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 271 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was CEO of […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/01/10/ep-271-from-manual-to-magical-automating-wealth-managements-biggest-headaches-with-david-knoch-docupace/">Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/01/03/ep-270-from-handbags-to-high-finance-inside-hoxtons-alternative-asset-portal-with-chris-ball-hoxton-wealth/">Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 270 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Chris Ball, CEO and […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/01/03/ep-270-from-handbags-to-high-finance-inside-hoxtons-alternative-asset-portal-with-chris-ball-hoxton-wealth/">Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/12/31/ep-269-december-wealthtech-news/">Ep. 269: December WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in. Sit back and relax. You’re listening to episode 269 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features news and updates around Wealth Management Technology, and this is our December news update. We missed last month’s news – the month went by […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/12/31/ep-269-december-wealthtech-news/">Ep. 269: December WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/12/17/ep-268-digital-transformation-in-philanthropy-foundation-sources-vision-for-connected-giving-with-joe-mrak/">Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 268 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Joe Mrak, CEO of […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/12/17/ep-268-digital-transformation-in-philanthropy-foundation-sources-vision-for-connected-giving-with-joe-mrak/">Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/12/10/ep-267-beyond-point-solutions-why-rias-are-rethinking-their-platform-strategy-with-frank-smith-private-advisor-group/">Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 267 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Frank Smith, CEO of […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/12/10/ep-267-beyond-point-solutions-why-rias-are-rethinking-their-platform-strategy-with-frank-smith-private-advisor-group/">Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/11/27/ep-266-wealth-education-revolution-financial-literacy-at-scale-with-ashley-fox-empify/">Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 266 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Ashley M Fox CEO […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/11/27/ep-266-wealth-education-revolution-financial-literacy-at-scale-with-ashley-fox-empify/">Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/11/19/ep-265-philanthropy-as-a-service-how-a-new-fintech-platform-is-transforming-donor-advised-funds-with-adam-nash-daffy/">Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 265 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was the one and only […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/11/19/ep-265-philanthropy-as-a-service-how-a-new-fintech-platform-is-transforming-donor-advised-funds-with-adam-nash-daffy/">Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/11/12/ep-264-scaling-salesforce-lessons-from-edward-jones-massive-tech-migration/">Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 264 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guests for this episode were Kevin Adams and Ryan […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/11/12/ep-264-scaling-salesforce-lessons-from-edward-jones-massive-tech-migration/">Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/11/04/ep-263-partners-in-the-foxhole-rise-growths-blueprint-for-ria-success-with-terri-kallsen-rise-growth/">Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 263 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest today is Terri Kallsen, from Rise Growth. Terri […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/11/04/ep-263-partners-in-the-foxhole-rise-growths-blueprint-for-ria-success-with-terri-kallsen-rise-growth/">Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/10/24/ep-262-october-wealthtech-news/">Ep. 262: October WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Welcome to Episode 262 of the WealthTech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news, and analysis on the trends and best practices around Wealth Management Technology. Today’s episode is our October news roundup, and we’re simply overflowing with WealthTech stories, so let’s jump right in. […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/10/24/ep-262-october-wealthtech-news/">Ep. 262: October WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/10/17/ep-261-decoding-wealthtech-key-trends-shaping-the-industrys-future-with-chip-roame-tiburon/">Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 261 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Chip Roame, founder of […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/10/17/ep-261-decoding-wealthtech-key-trends-shaping-the-industrys-future-with-chip-roame-tiburon/">Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/10/10/ep-260-wealth-whisperers-the-silent-revolution-in-advice-engagement-with-adam-holt-asset-map/">Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 260 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Adam Holt, founder and […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/10/10/ep-260-wealth-whisperers-the-silent-revolution-in-advice-engagement-with-adam-holt-asset-map/">Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/10/03/ep-258-the-future-of-custody-frictionless-solutions-reshaping-wealth-with-olivia-eisinger-apex-fintech/">Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 259 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Olivia Eisinger, Head […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/10/03/ep-258-the-future-of-custody-frictionless-solutions-reshaping-wealth-with-olivia-eisinger-apex-fintech/">Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/09/26/ep-258-innovation-and-integration-how-fmax-is-leveraging-envestnets-platform-to-reshape-wealth-management-with-suzy-daly-fidelity/">Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 258 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Suzy Daly, product area […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/09/26/ep-258-innovation-and-integration-how-fmax-is-leveraging-envestnets-platform-to-reshape-wealth-management-with-suzy-daly-fidelity/">Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/09/19/ep-257-the-matrix-rebalanced-decoding-tax-aware-portfolio-optimization-with-iraklis-kourtidis-rowboat-advisors/">Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 257 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Iraklis Kourtidis, founder and […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/09/19/ep-257-the-matrix-rebalanced-decoding-tax-aware-portfolio-optimization-with-iraklis-kourtidis-rowboat-advisors/">Ep. 257: The Matrix Rebalanced: Decoding Tax-Aware Portfolio Optimization with Iraklis Kourtidis, Rowboat Advisors</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/09/16/ep-256-gaining-a-competitive-edge-institutional-grade-analytics-in-wealth-management-with-dan-rosen-d1g1t/">Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 256 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest on this episode is Dr. Dan Rosen, CEO […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/09/16/ep-256-gaining-a-competitive-edge-institutional-grade-analytics-in-wealth-management-with-dan-rosen-d1g1t/">Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/09/10/ep-255-september-wealthtech-news/">Ep. 255: September WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 255 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our August news roundup I’m pretty excited to jump in. This is […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/09/10/ep-255-september-wealthtech-news/">Ep. 255: September WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/08/29/ep-254-casual-connected-and-content-rich-the-future-proof-festival-experience-with-matt-middleton/">Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 254 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Matt Middleton, founder and […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/08/29/ep-254-casual-connected-and-content-rich-the-future-proof-festival-experience-with-matt-middleton/">Ep. 254: Casual, Connected, and Content-Rich: The Future Proof Festival Experience with Matt Middleton</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/08/22/ep-253-reshaping-client-engagement-how-integrated-platforms-transform-wealth-services-with-rich-cancro-advisorengine/">Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 253 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was none other than […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/08/22/ep-253-reshaping-client-engagement-how-integrated-platforms-transform-wealth-services-with-rich-cancro-advisorengine/">Ep. 253: Reshaping Client Engagement: How Integrated Platforms Transform Wealth Services with Rich Cancro, AdvisorEngine</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/08/16/ep-252-august-wealthtech-news/">Ep. 252: August WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 252 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our August news roundup I’m pretty excited to jump in. We’ve got […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/08/16/ep-252-august-wealthtech-news/">Ep. 252: August WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/08/08/ep-251-revolutionizing-market-intelligence-an-ai-powered-approach-with-jim-tousignant-fintech-studios/">Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p> Come on in, sit back and relax. You’re listening to Episode 251 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Jim Tousignant, […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/08/08/ep-251-revolutionizing-market-intelligence-an-ai-powered-approach-with-jim-tousignant-fintech-studios/">Ep. 251: Revolutionizing Market Intelligence: An AI-Powered Approach with Jim Tousignant, Fintech Studios</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/08/01/ep-250-ai-powered-sales-enablement-for-wealth-management-with-devon-drew-assetlink/">Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p> Come on in, sit back and relax. You’re listening to Episode 250 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest today was Devon Drew, founder and […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/08/01/ep-250-ai-powered-sales-enablement-for-wealth-management-with-devon-drew-assetlink/">Ep. 250: AI-Powered Sales Enablement for Wealth Management with Devon Drew, AssetLink</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/07/25/ep-249-virtual-connections-real-results-strengthening-advisor-client-relationships-with-mike-sha-sigfig/">Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 249 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Mike Sha, CEO […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/07/25/ep-249-virtual-connections-real-results-strengthening-advisor-client-relationships-with-mike-sha-sigfig/">Ep. 249: Virtual Connections, Real Results: Strengthening Advisor-Client Relationships with Mike Sha, SigFig</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/07/18/ep-248-july-wealthtech-news/">Ep. 248: July WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 248 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our July news roundup, We’ve got a lot of stories to cover, […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/07/18/ep-248-july-wealthtech-news/">Ep. 248: July WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/07/11/ep-247-digitizing-philanthropy-assetmark-launches-donor-advised-funds-via-tifin-give-with-david-mcnatt/">Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 247 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was David McNatt, head […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/07/11/ep-247-digitizing-philanthropy-assetmark-launches-donor-advised-funds-via-tifin-give-with-david-mcnatt/">Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/07/09/ep-246-maximizing-kpis-through-advanced-analytics-with-franklin-tsung-appcrown/">Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 246 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Franklin Tsung from […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/07/09/ep-246-maximizing-kpis-through-advanced-analytics-with-franklin-tsung-appcrown/">Ep. 246: Maximizing KPIs Through Advanced Analytics with Franklin Tsung, AppCrown</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/06/27/ep-245-june-wealthtech-news/">Ep. 245: June WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 245 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our June news roundup, We’ve got a lot of stories to cover, […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/06/27/ep-245-june-wealthtech-news/">Ep. 245: June WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/06/20/ep-244-how-open-architecture-fuels-growth-for-financial-advisors-with-shannon-larson-osaic/">Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 244 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Shannon Larson, SVP […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/06/20/ep-244-how-open-architecture-fuels-growth-for-financial-advisors-with-shannon-larson-osaic/">Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/06/13/ep-243-the-breakaway-blueprint-with-adrian-johnstone-practifi/">Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 243 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our series called the […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/06/13/ep-243-the-breakaway-blueprint-with-adrian-johnstone-practifi/">Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/06/06/ep-242-from-human-capital-to-estate-planning-understanding-true-wealth-with-jeff-coyle-libretto/">Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 242 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. We have a great episode in store for you, I […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/06/06/ep-242-from-human-capital-to-estate-planning-understanding-true-wealth-with-jeff-coyle-libretto/">Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/05/30/ep-241-may-wealthtech-news/">Ep. 241: May Wealthtech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in. Sit back and relax. You’re listening to episode 241 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our May news roundup, we have a bunch of interesting stories for […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/05/30/ep-241-may-wealthtech-news/">Ep. 241: May Wealthtech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/05/23/ep-240-unlocking-ria-growth-opportunities-through-a-world-class-tech-stack-with-erin-goss-blue-chip-partners/">Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 240 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our series on RIA tech […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/05/23/ep-240-unlocking-ria-growth-opportunities-through-a-world-class-tech-stack-with-erin-goss-blue-chip-partners/">Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2024/05/09/ep-239-the-breakaway-blueprint-with-anand-sheth-pulse360/">Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>Come on in, sit back and relax. You’re listening to Episode 239 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our Breakaway Blueprint series, where […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/05/09/ep-239-the-breakaway-blueprint-with-anand-sheth-pulse360/">Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>