WealthTech Today

<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>

<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>