WealthTech Today

<p>The post <a href="https://wealthtechtoday.com/2024/05/02/ep-238-breakaway-blueprint-with-morningstar-office/">Ep. 238: Breakaway Blueprint with Morningstar Office</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 and sit back and relax. You’re listening to Episode 238 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 breakaway […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/05/02/ep-238-breakaway-blueprint-with-morningstar-office/">Ep. 238: Breakaway Blueprint with Morningstar Office</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/2024/04/25/ep-237-content-is-king-boosting-marketing-engagement-with-kevin-darlington-broadridge-advisor-solutions/">Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions</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 and sit back and relax. You’re listening to Episode 237 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 Kevin Darlington, General […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/04/25/ep-237-content-is-king-boosting-marketing-engagement-with-kevin-darlington-broadridge-advisor-solutions/">Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions</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/2024/04/18/ep-236-april-wealthtech-news/">Ep. 236: April 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 236 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 April news roundup, we’ve got a lot to cover here. We’re […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/04/18/ep-236-april-wealthtech-news/">Ep. 236: April 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/2024/04/11/ep-235-betanxts-evolution-from-data-as-a-service-to-operational-support-essentials/">Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials</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 and sit back and relax. You’re listening to Episode 235 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 Stephen Daffron, […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/04/11/ep-235-betanxts-evolution-from-data-as-a-service-to-operational-support-essentials/">Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials</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/2024/04/04/ep-234-a-deep-dive-into-pershings-product-strategy-with-sareena-dalla-brookshire/">Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire</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 and sit back and relax. You’re listening to Episode 234 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 was Pershing’s Chief […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/04/04/ep-234-a-deep-dive-into-pershings-product-strategy-with-sareena-dalla-brookshire/">Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire</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/2024/03/28/ep-233-the-arch-effect-tech-driven-transparency-for-alternative-investments-with-ryan-eisenman/">Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman</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 and sit back and relax. You’re listening to Episode 233 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 Ryan Eisenman, […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/03/28/ep-233-the-arch-effect-tech-driven-transparency-for-alternative-investments-with-ryan-eisenman/">Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman</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/2024/03/21/march-wealthtech-news/">Ep. 232: 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>Come on in. Sit back and relax. You’re listening to episode 232 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 March news roundup, where I read the news give you my […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/03/21/march-wealthtech-news/">Ep. 232: 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/2024/03/14/ep-231-transforming-complexity-into-clarity-financial-planning-data-insights-with-mark-evans/">Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans</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 and sit back and relax. You’re listening to Episode 231 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 is Mark Evans, […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/03/14/ep-231-transforming-complexity-into-clarity-financial-planning-data-insights-with-mark-evans/">Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans</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/2024/03/07/ep-230-how-lpl-financial-is-harnessing-ai-to-empower-advisors-with-greg-gates/">Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial</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 and sit back and relax. You’re listening to Episode 230 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 is Greg Gates, […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/03/07/ep-230-how-lpl-financial-is-harnessing-ai-to-empower-advisors-with-greg-gates/">Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial</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/2024/03/05/ep-229-the-breakaway-blueprint-with-advyzon/">Ep. 229: The Breakaway Blueprint, with Advyzon</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 and sit back and relax. You’re listening to Episode 229 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 advisors series […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/03/05/ep-229-the-breakaway-blueprint-with-advyzon/">Ep. 229: The Breakaway Blueprint, with Advyzon</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/2024/02/29/ep-228-february-news/">Ep. 228: February 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 228 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. You are going to love this episode. It’s our February news, and we’ve got […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/02/29/ep-228-february-news/">Ep. 228: February 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/2024/02/27/ep-227-beyond-the-platform-envestnets-molly-weiss-on-customization-integration-and-the-future-of-managed-accounts/">Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts</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>Envestnet’s Molly Weiss pulls back the curtain on how wealth management technology really works at scale. Listen as she shares insights on why some firms struggle with technology adoption and how the industry is moving toward true household-level portfolio management. Plus, a candid discussion about why changing your software vendor probably won’t solve all your […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/02/27/ep-227-beyond-the-platform-envestnets-molly-weiss-on-customization-integration-and-the-future-of-managed-accounts/">Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts</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/2024/02/20/ep-226-are-you-a-fintech-or-a-tamp-with-aaron-wormus-smartx/">Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX</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 and sit back and relax. You’re listening to Episode 226 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 is Aaron Wormus, […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/02/20/ep-226-are-you-a-fintech-or-a-tamp-with-aaron-wormus-smartx/">Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX</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/2024/02/15/ep-225-the-breakaway-blueprint-w-phil-rogerson-and-brian-daley-tamarac/">Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac</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 and sit back and relax. You’re listening to Episode 225 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 advisor […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/02/15/ep-225-the-breakaway-blueprint-w-phil-rogerson-and-brian-daley-tamarac/">Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac</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/2024/02/08/ep-224-a-technology-slam-dunk-how-geowealth-is-changing-the-tamp-game-with-colin-falls/">Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls</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 and sit back and relax. You’re listening to Episode 224 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 is Colin Falls, CEO […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/02/08/ep-224-a-technology-slam-dunk-how-geowealth-is-changing-the-tamp-game-with-colin-falls/">Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls</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/2024/02/01/ep-223-the-road-ahead-ais-role-in-shaping-wealth-management-with-vinay-nair-tifin/">Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN</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 and sit back and relax. You’re listening to Episode 223 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 love talking about wealth management technology here, and […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/02/01/ep-223-the-road-ahead-ais-role-in-shaping-wealth-management-with-vinay-nair-tifin/">Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN</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/2024/01/25/ep-222-bridging-the-advisor-technology-gap-with-bill-capuzzi-apex/">Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex</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 and sit back and relax. You’re listening to Episode 222 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 is Bill Capuzzi, […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/01/25/ep-222-bridging-the-advisor-technology-gap-with-bill-capuzzi-apex/">Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex</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/2024/01/23/ep-221-the-breakaway-blueprint-with-john-milne-black-diamond/">Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond</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 and sit back and relax. You’re listening to Episode 221 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 for […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/01/23/ep-221-the-breakaway-blueprint-with-john-milne-black-diamond/">Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond</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/2024/01/16/ep-220-integration-and-growth-in-the-world-of-structured-notes-with-matt-radgowski-halo-investing/">Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing</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 and sit back and relax. You’re listening to Episode 220 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 is Matt Radgowski, CEO […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/01/16/ep-220-integration-and-growth-in-the-world-of-structured-notes-with-matt-radgowski-halo-investing/">Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing</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/2024/01/11/ep-219-the-wealthtech-today-podcast-best-of-2023/">Ep. 219: The WealthTech Today Podcast Best of 2023</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 and sit back and relax. You’re listening to Episode 219 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 is the Best of 2023! We went […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/01/11/ep-219-the-wealthtech-today-podcast-best-of-2023/">Ep. 219: The WealthTech Today Podcast Best of 2023</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/2024/01/09/ep-218-january-news/">Ep. 218: 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 and sit back and relax. You’re listening to Episode 218 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. This is our January news update, I always […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/01/09/ep-218-january-news/">Ep. 218: 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/2024/01/04/ep-217-bridging-the-gap-transforming-wealth-infrastructure-with-bridgeft/">Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT</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 and sit back and relax. You’re listening to Episode 217 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. I’m excited to talk about our two guests for […]</p> <p>The post <a href="https://wealthtechtoday.com/2024/01/04/ep-217-bridging-the-gap-transforming-wealth-infrastructure-with-bridgeft/">Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT</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/2023/12/28/ep-216-turbo-tax-for-annuities-a-new-approach-to-holistic-wealth-management-with-bobby-powell-ipipeline/">Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline</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 and sit back and relax. You’re listening to Episode 216 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 is Bobby Powell, VP […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/12/28/ep-216-turbo-tax-for-annuities-a-new-approach-to-holistic-wealth-management-with-bobby-powell-ipipeline/">Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline</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/2023/12/21/ep-215-the-chicken-and-the-egg-problem-with-alts-by-eric-satz-alto-ira/">Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA</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 and sit back and relax. You’re listening to Episode 215 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 is Eric Satz, founder […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/12/21/ep-215-the-chicken-and-the-egg-problem-with-alts-by-eric-satz-alto-ira/">Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA</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/2023/12/15/ep-214-implementing-tax-smart-portfolios-at-scale-with-sachin-shah-55ip/">Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP</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 and sit back and relax. You’re listening to Episode 213 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 is Sachin Shah, COO […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/12/15/ep-214-implementing-tax-smart-portfolios-at-scale-with-sachin-shah-55ip/">Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP</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/2023/12/14/ep-213-the-merger-of-wellness-wealth-with-rob-rickey-straightline/">Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine</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 and sit back and relax. You’re listening to Episode 213 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 is Rob Rickey, Chief […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/12/14/ep-213-the-merger-of-wellness-wealth-with-rob-rickey-straightline/">Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine</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/2023/12/07/ep-212-navigating-private-markets-with-marcus-new-investx/">Ep. 212: Navigating Private Markets with Marcus New, InvestX</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 and sit back and relax. You’re listening to Episode 212 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 is Marcus New, the […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/12/07/ep-212-navigating-private-markets-with-marcus-new-investx/">Ep. 212: Navigating Private Markets with Marcus New, InvestX</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/2023/12/01/ep-211-november-wealthtech-news/">Ep. 211: November 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 and sit back and relax. You’re listening to Episode 211 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. Welcome to our November News Review. I’ve got […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/12/01/ep-211-november-wealthtech-news/">Ep. 211: November 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/2023/11/16/ep-210-breaking-boundaries-for-ria-success-insights-from-joe-duran-of-rise-growth/">Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth</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 and sit back and relax. You’re listening to Episode 210 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 is the man, the […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/11/16/ep-210-breaking-boundaries-for-ria-success-insights-from-joe-duran-of-rise-growth/">Ep. 210: Breaking Boundaries for RIA Success: Insights from Joe Duran of Rise Growth</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/2023/11/10/ep-209-ria-tech-transformations-a-ceos-journey-with-rick-kent-merit-advisors/">Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors</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 and sit back and relax. You’re listening to Episode 209 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 is Rick Kent, founder […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/11/10/ep-209-ria-tech-transformations-a-ceos-journey-with-rick-kent-merit-advisors/">Ep. 209: RIA Tech Transformations: A CEO’s Journey with Rick Kent, Merit Advisors</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/2023/11/02/ep-208-elevating-client-engagement-with-richard-thoeny-precisefp/">Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP</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 and sit back and relax. You’re listening to Episode 208 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 is Richard Thoeny, Head […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/11/02/ep-208-elevating-client-engagement-with-richard-thoeny-precisefp/">Ep. 208: Elevating Client Engagement with Richard Thoeny, PreciseFP</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/2023/10/27/ep-207-checklists-flowcharts-more-enhancing-advisor-efficiency-with-michael-lecours-fppathfinder/">Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder</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 and sit back and relax. You’re listening to Episode 207 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 I’m excited to announce […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/10/27/ep-207-checklists-flowcharts-more-enhancing-advisor-efficiency-with-michael-lecours-fppathfinder/">Ep. 207: Checklists, Flowcharts & More: Enhancing Advisor Efficiency with Michael Lecours, fpPathfinder</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/2023/10/19/ep-206-adapting-to-growth-a-tech-centric-interview-with-james-bogart-bogart-wealth/">Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth</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 and sit back and relax. You’re listening to Episode 206 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 is James Bogart, CEO […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/10/19/ep-206-adapting-to-growth-a-tech-centric-interview-with-james-bogart-bogart-wealth/">Ep. 206: Adapting to Growth: A Tech-Centric Interview with James Bogart, Bogart Wealth</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/2023/10/12/ep-205-data-aggregation-as-a-service-the-future-of-holistic-advice-with-jon-prendergast-blueleaf/">Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf</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 and sit back and relax. You’re listening to Episode 205 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 is John Prendergast, […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/10/12/ep-205-data-aggregation-as-a-service-the-future-of-holistic-advice-with-jon-prendergast-blueleaf/">Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf</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/2023/10/03/ep-204-october-wealthtech-news/">Ep. 204: 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>Come on in and sit back and relax. You’re listening to Episode 204 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. Welcome to our October monthly news review. I […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/10/03/ep-204-october-wealthtech-news/">Ep. 204: 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/2023/09/22/ep-203-engaging-advisors-through-ai-powered-collaboration-with-mike-sha-sigfig/">Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig</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 and sit back and relax. You’re listening to Episode 201 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 is Mike Sha, CEO […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/09/22/ep-203-engaging-advisors-through-ai-powered-collaboration-with-mike-sha-sigfig/">Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig</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/2023/09/14/ep-202-truview-an-advisor-experience-platform-with-amit-dogra/">Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra</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 and sit back and relax. You’re listening to Episode 201 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 is Amit Dogra, President […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/09/14/ep-202-truview-an-advisor-experience-platform-with-amit-dogra/">Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra</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/2023/09/07/ep-201-steve-lockshin-vanilla/">Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla</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 and sit back and relax. You’re listening to Episode 201 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 is one of the […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/09/07/ep-201-steve-lockshin-vanilla/">Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla</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/2023/09/01/ep-200-finding-the-whitespace-in-advisor-marketing-strategy-with-april-rudin/">Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin</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 and sit back relax, you’re listening to Episode 200 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. That’s right. It’s our 200th episode. Feels like only […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/09/01/ep-200-finding-the-whitespace-in-advisor-marketing-strategy-with-april-rudin/">Ep. 200: Finding the Whitespace in Advisor Marketing Strategy, with April Rudin</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/2023/08/25/ep-199-ai-will-save-us-from-the-tyranny-of-the-blank-screen-with-susan-emerson-salesforce/">Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce</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 and sit back relax, you’re listening to Episode 199 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is Susan Emerson. Susan […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/08/25/ep-199-ai-will-save-us-from-the-tyranny-of-the-blank-screen-with-susan-emerson-salesforce/">Ep. 199: AI Will Save Us from the Tyranny of the Blank Screen with Susan Emerson, Salesforce</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/2023/08/21/ep-198-august-wealthtech-news/">Ep. 198: 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>Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman Sachs making headlines for all the wrong reasons, plus our regular updates on the WealthTech integration scores, and the Kitces-Ezra Group advisor tech map, but before I start, let me […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/08/21/ep-198-august-wealthtech-news/">Ep. 198: 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/2023/08/10/ep-197-unleashing-potential-a-next-gen-advisor-platform-with-shannon-spotwood-rfg-advisory/">Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory</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>“And so the decision was made of what if you could start over what if you could have a clean foundation, and you could very thoughtfully construct this this platform where you put And advisor independence at the core and the nucleus. Drive all of the services and all of the experiences for advisors with […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/08/10/ep-197-unleashing-potential-a-next-gen-advisor-platform-with-shannon-spotwood-rfg-advisory/">Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory</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/2023/08/07/ep-196-ai-unleashed-augmenting-human-experience-at-scale-with-sindhu-joseph-cognicor/">Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor</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 and sit back relax, you’re listening to Episode 196 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is Sindhu Joseph from […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/08/07/ep-196-ai-unleashed-augmenting-human-experience-at-scale-with-sindhu-joseph-cognicor/">Ep. 196: AI Unleashed: Augmenting Human Experience at Scale with Sindhu Joseph, CogniCor</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/2023/07/28/ep-195-july-wealthtech-news/">Ep. 195: July 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 195 of The WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. But before we get started with the news, I have […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/07/28/ep-195-july-wealthtech-news/">Ep. 195: July 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/2023/07/27/ep-194-say-goodbye-to-uncertainty-embracing-reality-based-retirement-strategies-with-sheryl-oconnor-incomeconductor/">Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor</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 and sit back relax, you’re listening to Episode 194 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is Sheryl O’Connor, from […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/07/27/ep-194-say-goodbye-to-uncertainty-embracing-reality-based-retirement-strategies-with-sheryl-oconnor-incomeconductor/">Ep. 194: Say Goodbye to Uncertainty: Embracing Reality-Based Retirement Strategies with Sheryl O’Connor, IncomeConductor</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/2023/07/13/ep-193-a-growth-platform-is-the-glue-in-your-tech-stack-with-aaron-klein-nitrogen-wealth/">Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth</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 and sit back relax, you’re listening to Episode 193 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. I’m pumped for my guest of this episode, which […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/07/13/ep-193-a-growth-platform-is-the-glue-in-your-tech-stack-with-aaron-klein-nitrogen-wealth/">Ep. 193: A Growth Platform is the Glue in Your Tech Stack with Aaron Klein, Nitrogen Wealth</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/2023/07/06/ep-192-building-a-fintech-startup-overcoming-obstacles-and-finding-success-with-lacey-shrum-smartkx/">Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx</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 and sit back relax, you’re listening to Episode 192 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. I had a fun conversation with today’s guest Lacey […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/07/06/ep-192-building-a-fintech-startup-overcoming-obstacles-and-finding-success-with-lacey-shrum-smartkx/">Ep. 192: Building a Fintech Startup: Overcoming Obstacles and Finding Success with Lacey Shrum, SmartKx</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/2023/07/03/ep-191-a-1-billion-ria-tech-stack-hollow-brook-wealth-management/">Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management</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 and sit back relax, you’re listening to Episode 191 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. This episode is part of our series on RIA […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/07/03/ep-191-a-1-billion-ria-tech-stack-hollow-brook-wealth-management/">Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management</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/2023/06/26/ep-190-june-wealthtech-news/">Ep. 190: 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 190 of The Wealth Tech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. Welcome to our monthly episode of News, we have […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/06/26/ep-190-june-wealthtech-news/">Ep. 190: 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/2023/06/15/ep-189-building-a-client-centric-business-advice-from-penny-phillips-journey-strategic-wealth/">Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth</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 and sit back relax, you’re listening to Episode 189 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is the one and […]</p> <p>The post <a href="https://wealthtechtoday.com/2023/06/15/ep-189-building-a-client-centric-business-advice-from-penny-phillips-journey-strategic-wealth/">Ep. 189: Building a Client-Centric Business: Advice from Penny Phillips, Journey Strategic Wealth</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>