WealthTech Today

<p>The post <a href="https://wealthtechtoday.com/2021/02/11/itzonwealthtech-ep-86-behind-the-scenes-of-the-cetera-voya-deal-with-lori-hardwick/">#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick</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>“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled engine inside Cetera. So we know that when we bring on this number of advisors and this number of assets, that we’re going to be able to help them run […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/02/11/itzonwealthtech-ep-86-behind-the-scenes-of-the-cetera-voya-deal-with-lori-hardwick/">#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick</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/2021/02/05/itzonwealthtech-ep-85-reddit-targets-robinhood-and-the-gamestop-debacle-with-aaron-klein-riskalyze/">#ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze</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>“For markets to work there have to be winners and losers. It’s not a good look for Robinhood to change the rules of the game and effectively turn off one side of the GameStop trade. It’s also not a good look for the DTCC, the prime brokers, the intermediaries, the market makers, the exchangers, it’s […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/02/05/itzonwealthtech-ep-85-reddit-targets-robinhood-and-the-gamestop-debacle-with-aaron-klein-riskalyze/">#ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze</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/2021/01/28/itzonwealthtech-ep-84-the-road-to-success-is-paved-with-data-with-jeff-marsden-xtiva/">#ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva</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>“Data as an asset is a theme that comes up in conversations time in and time out. It’s almost universally across size of customer, market segment, go to market strategy in terms of employee or independent contractor model. Data as an asset is a conversation that we have every day with our existing customers and […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/01/28/itzonwealthtech-ep-84-the-road-to-success-is-paved-with-data-with-jeff-marsden-xtiva/">#ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva</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/2021/01/25/itzonwealthtech-ep-83-the-bitcoin-enlightenment-comes-to-wealth-management-with-efi-pylarinou/">#ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou</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>“Essentially, blockchain has the potential to change the economics of how we manufacture different securities as we know them. Whether it’s a deposit, or some other structured product and DeFi is one experiment, we will see whether it works or not. Blockchain is allowing us to do all of these things and I see a lot […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/01/25/itzonwealthtech-ep-83-the-bitcoin-enlightenment-comes-to-wealth-management-with-efi-pylarinou/">#ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou</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/2021/01/18/itzonwealthtech-ep-82-can-emoneys-mobile-app-deliver-an-incentive-for-clients/">#ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?</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>“There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice who don’t know where to turn. Helping them to lay the foundations for a healthy financial life by understanding the key tenants and […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/01/18/itzonwealthtech-ep-82-can-emoneys-mobile-app-deliver-an-incentive-for-clients/">#ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?</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/2021/01/04/itzonwealthtech-ep-80-best-of-2020-part-2/">#ItzOnWealthTech Ep. 80: Best of 2020 – Part 2</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>Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting company called Ezra Group. We are experts in everything related to wealthtech, and this is where I usually give our standard marketing pitch, but instead I’m going to sneak in […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/01/04/itzonwealthtech-ep-80-best-of-2020-part-2/">#ItzOnWealthTech Ep. 80: Best of 2020 – Part 2</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/2020/12/24/itzonwealthtech-ep-79-a-better-tech-stack-for-workplace-investing-with-aaron-schumm-vestwell/">#ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell</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>“Our goal is to make sure that every single person that touches this platform, irrespective of who it is, if it’s an advisor, if it’s an asset manager, if it’s a company, if it’s the employees of those companies, every person has to be better with Vestwell than without. And that’s something we focus on […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/12/24/itzonwealthtech-ep-79-a-better-tech-stack-for-workplace-investing-with-aaron-schumm-vestwell/">#ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell</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/2020/12/17/itzonwealthtech-ep-78-how-to-create-the-perfect-podcast-with-cathy-curtis-marie-swift/">#ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift</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 old man rubbed his hands: ‘Ah! A meta-subject! Using language to discuss language, there’s nothing better. I adore that’.” ― Laurent Binet, The Seventh Function of Language This episode is one that I’ve been talking with my team about doing for a while. I get a steady stream of questions about how I started […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/12/17/itzonwealthtech-ep-78-how-to-create-the-perfect-podcast-with-cathy-curtis-marie-swift/">#ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift</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/2020/12/10/itzonwealthtech-ep-77-building-a-fintech-ecosystem-for-modern-retirement-with-rhian-horgan-ceo-of-silvur/">#ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur</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>“What I think is different about our approach, firstly, is that we’re purpose built for decumulation. The second thing is that we’re built for what I call modern retirement. In the old days you had a pension, but you probably were only living until your early 80s. Today, the vast majority of our customers don’t […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/12/10/itzonwealthtech-ep-77-building-a-fintech-ecosystem-for-modern-retirement-with-rhian-horgan-ceo-of-silvur/">#ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur</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/2020/12/03/itzonwealthtech-ep-76-standing-on-the-edge-of-a-tamp-revolution-with-matt-regan-wealthcare/">#ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare</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>“TAMPs are often the first thing that advisors outsource. They know that they aren’t very good at investments and they were very happy to turn to somebody who had some expertise in there. So what’s happened is that they’ve had to adopt and integrate more tools such as onboarding and proposal generation. I think the […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/12/03/itzonwealthtech-ep-76-standing-on-the-edge-of-a-tamp-revolution-with-matt-regan-wealthcare/">#ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare</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/2020/11/30/itzonwealthtech-ep-75-when-the-wealthtech-rubber-meets-the-road/">#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road</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>It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup of some of the top wealthtech news and we’ve got a terrific mix of stories to keep you on top of the latest industry updates. When is a custodian less […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/11/30/itzonwealthtech-ep-75-when-the-wealthtech-rubber-meets-the-road/">#ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road</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/2020/11/20/itzonwealthtech-ep-74-not-all-fintech-funding-checks-are-equal/">#ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts</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>“Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner in a journey that will inspire you, support you, push you. There’s so much capital being poured into our space right now. The check […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/11/20/itzonwealthtech-ep-74-not-all-fintech-funding-checks-are-equal/">#ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts</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/2020/11/12/itzonwealthtech-ep-73-confessions-of-a-fintech-heretic-with-lex-sokolin/">#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin</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>“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/11/12/itzonwealthtech-ep-73-confessions-of-a-fintech-heretic-with-lex-sokolin/">#ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin</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/2020/11/06/itzonwealthtech-ep-72-finding-the-right-fintech-deal-with-lpl-financial/">#ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with 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>“We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being there for advisors and helping them where they are in their practices. And we’re agnostic of platform, affiliation level. We’re really trying to help support advice and be the leader […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/11/06/itzonwealthtech-ep-72-finding-the-right-fintech-deal-with-lpl-financial/">#ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with 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/2020/10/29/itzonwealthtech-ep-70-dabbling-in-disruption-with-babu-sivadasan-of-jiffy-ai/">#ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai</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>“We are taking on AI-based innovation with a deep sense of social responsibility, but also combining a for-profit and a nonprofit at the same time. We recognize that what we do disrupts traditional jobs, or it has the potential to. Every AI company is, in a way, dabbling in disruption of the workforce. ” — […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/10/29/itzonwealthtech-ep-70-dabbling-in-disruption-with-babu-sivadasan-of-jiffy-ai/">#ItzOnWealthTech Ep. 71: Dabbling in Disruption with Babu Sivadasan of Jiffy.ai</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/2020/10/22/itzonwealthtech-ep-70-best-of-2020-part-1/">#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1</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>Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of 2020 episode a little early, just in case. We had an incredible lineup of guests and it was difficult for the #ItzOnWealthtech team to decide who made the cut. We […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/10/22/itzonwealthtech-ep-70-best-of-2020-part-1/">#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1</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/2020/10/08/itzonwealthtech-ep-69-news-roundup/">#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing 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>It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something a little different with this episode. I’ve been guest writing on Michael Kitces’ monthly FinTech column about the latest news in wealth management and advisor technology. We’re going to go […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/10/08/itzonwealthtech-ep-69-news-roundup/">#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing 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/2020/10/03/itzonwealthtech-ep-68-delivering-meaningful-engagement-with-brandon-spotswood/">#ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood</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>“What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this data on user profiles and company profiles that cuts out the first ten conversations between any two parties because most of the questions they were going to ask are already […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/10/03/itzonwealthtech-ep-68-delivering-meaningful-engagement-with-brandon-spotswood/">#ItzOnWealthTech Ep. 68: Delivering Meaningful Engagement with Brandon Spottswood</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/2020/09/25/itzonwealthtech-ep-67-the-start-of-the-esg-data-wars/">#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout</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>“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you can process it. This means analytics firms, data generators, like the exchanges, financial information providers, like Refinitiv and others, are all struggling to solve this question.” –William Trout, Head of […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/09/25/itzonwealthtech-ep-67-the-start-of-the-esg-data-wars/">#ItzOnWealthTech Ep. 67: The Start of the ESG Data Wars with Will Trout</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/2020/09/17/itzonwealthtech-ep-66-ai-powered-custodians-as-the-ultimate-digital-assistant/">#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant</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>“If you were to ask, what is AI going to do? It’s actually catering to your needs, specifically. It’s like creating Jarvis, it’s the ultimate digital assistant for an advisor so they can be much more efficient when they do their job. But going back to the conversation, we know who you are, we know […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/09/17/itzonwealthtech-ep-66-ai-powered-custodians-as-the-ultimate-digital-assistant/">#ItzOnWealthTech Ep. 66: AI-Powered Custodians as The Ultimate Digital Assistant</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/2020/09/10/itzonwealthtech-ep-65-dont-let-your-fintech-become-a-one-trick-pony-with-david-lyon/">#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon</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>“We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it wouldn’t become a one-trick pony. It wasn’t just putting a bunch of strategist models on a shelf to make it easy for advisors to adopt into their practice. That’s a component, […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/09/10/itzonwealthtech-ep-65-dont-let-your-fintech-become-a-one-trick-pony-with-david-lyon/">#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon</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/2020/08/27/itzonwealthtech-ep-64-best-of-breed-solutions-are-going-out-of-style-with-yaela-shamberg/">#ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg</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 technology trend that we’re seeing is clients want fewer systems and fewer vendors. What we saw in the ’90s and the early 2000s was a shift to “best of breed” and firms were plagued with having to integrate and support many relationships and individual technologies and make sure they worked together.” –Yaela Shamberg, Co-Founder […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/08/27/itzonwealthtech-ep-64-best-of-breed-solutions-are-going-out-of-style-with-yaela-shamberg/">#ItzOnWealthTech Ep. 64: Best of Breed Solutions are Going Out of Style with Yaela Shamberg</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/2020/08/20/itzonwealthtech-ep-63-how-to-avoid-the-race-to-average-with-advicetech-live/">#ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE</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>“As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to average.” –Toussaint Bailey, CEO, Enso Wealth How can financial advisors break out of the race to an average technology stack and avoid creating a bland client experience? Is it possible […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/08/20/itzonwealthtech-ep-63-how-to-avoid-the-race-to-average-with-advicetech-live/">#ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE</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/2020/08/13/itzonwealthtech-ep-62-can-just-invest-deliver-on-their-vision-of-esg-2-0/">#ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0?</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>“I was always challenged to grow an analytics business that was confronted with the demise of active managers as their customer base. So in casting about looking for growth opportunities, I routinely came upon the US wealth segment as something that was undergoing significant demographic and technological change. And as we all know, changes in […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/08/13/itzonwealthtech-ep-62-can-just-invest-deliver-on-their-vision-of-esg-2-0/">#ItzOnWealthTech Ep. 62: Can Just Invest Deliver on Their Vision of ESG 2.0?</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/2020/07/30/itzonwealthtech-ep-60-technology-is-the-front-door-for-advisors-to-work-with-custodians-with-lauren-wilkinson/">#ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson</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>“My point of view is that technology is the business. Technology is the front door for advisors to work with the custodian. In Schwab’s case Schwab Advisor Center is really the front door for our advisors to work with Schwab, and when I think about charging fees for technology, I think, well, technology has to […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/07/30/itzonwealthtech-ep-60-technology-is-the-front-door-for-advisors-to-work-with-custodians-with-lauren-wilkinson/">#ItzOnWealthTech Ep. 60: Technology is the Front Door for Advisors to Work with Custodians with Lauren Wilkinson</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/2020/07/24/itzonwealthtech-ep-59-ahead-of-the-curve-in-portfolio-management-systems-with-matt-abar/">#ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar</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>“I feel like I’ve been ahead of the curve my entire career. And I don’t necessarily mean that in a positive way, because we were out there selling web-based portfolio management before people really had a solid grasp on what the internet was. Like I mentioned, a lot of our challenges were describing what we […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/07/24/itzonwealthtech-ep-59-ahead-of-the-curve-in-portfolio-management-systems-with-matt-abar/">#ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar</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/2020/07/16/itzonwealthtech-ep-58-wealth-management-isnt-cool-with-ned-phillips-bambu/">#ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu</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>“Wealth management today is still not very cool. It’s still seen as manual with a lot of friction and expensive. As a young person said to me, ‘it’s sold by dudes in suits’. But the perception of digital wealth has changed dramatically. It’s no longer a zero sum game. All advisors need some digital, they […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/07/16/itzonwealthtech-ep-58-wealth-management-isnt-cool-with-ned-phillips-bambu/">#ItzOnWealthTech Ep. 58: Wealth Management Isn’t Cool with Ned Phillips, Bambu</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/2020/07/10/winnersofwealthtech-ep-57-leda-csanka/">#WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera</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>This month’s Winners of Wealthtech interview is with Leda Csanka, who graduated from University of Connecticut with a degree in management informational systems and later went on to serve as CTO of Cetera Financial Group. Leda now runs her a consulting firm called Strategic Technology Consulting as well as her own executive coaching business, and […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/07/10/winnersofwealthtech-ep-57-leda-csanka/">#WinnersofWealthTech Ep. 57: Leda Csanka, former CTO of Cetera</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/2020/07/03/itzonwealthtech-ep-56-unlocking-the-secrets-of-tax-optimization-with-mark-hoffman/">#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman</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 trends that we’re seeing right now is that the younger generation wants things to be a lot more personalized. They really don’t want to be educated. They don’t want to know how a Monte Carlo works and what’s a capital market assumption. They just want an answer. Like, do I have enough money? Am […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/07/03/itzonwealthtech-ep-56-unlocking-the-secrets-of-tax-optimization-with-mark-hoffman/">#ItzOnWealthTech Ep. 56: Unlocking the Secrets of Tax Optimization with Mark Hoffman</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/2020/06/25/itzonwealthtech-ep-55-why-investors-are-getting-screwed-by-aum-pricing-with-anders-jones/">#ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones</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 real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people who’ve already opted into working with a human advisor, even though they’re getting screwed. And so for us, this is an enormous readily available market if we can open up […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/06/25/itzonwealthtech-ep-55-why-investors-are-getting-screwed-by-aum-pricing-with-anders-jones/">#ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing with Anders Jones</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/2020/06/19/itzonwealthtech-ep-54-now-is-the-time-for-the-api-economy-with-brian-ross/">#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>“In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where there’s a volatile market, you need to be able to move quickly. So I think advisors need to control the user experience and the client experience much more than […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/06/19/itzonwealthtech-ep-54-now-is-the-time-for-the-api-economy-with-brian-ross/">#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross</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/2020/06/15/itzonwealthtech-ep-53-can-sustainable-umas-help-save-the-world/">#ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?</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 upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital gains from the huge run-up in stocks like Apple, Google and Amazon. The advancement of UMA technology, combined with the transfer of wealth and increased volatility that we’ve seen over […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/06/15/itzonwealthtech-ep-53-can-sustainable-umas-help-save-the-world/">#ItzOnWealthTech Ep. 53: Can Sustainable UMAs Help Save the World?</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/2020/06/04/itzonwealthtech-ep-52-bitcoin-apathy-is-no-longer-kosher-with-sunayna-tuteja/">#ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja</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 next wave of investors into digital assets, whether they’re retail clients or the RIAs, also have somewhat of a different mental model. They may or may not care about the ideology or subscribe to the ideology of the Bitcoin white paper, but they are looking at this as an investment from a very pragmatic […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/06/04/itzonwealthtech-ep-52-bitcoin-apathy-is-no-longer-kosher-with-sunayna-tuteja/">#ItzOnWealthTech Ep. 52: Bitcoin Apathy is No Longer Kosher with Sunayna Tuteja</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/2020/05/31/itzonwealthtech-ep-51-the-future-of-enterprise-wealthtech-webinar/">#ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar</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>What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry? You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/05/31/itzonwealthtech-ep-51-the-future-of-enterprise-wealthtech-webinar/">#ItzOnWealthTech Ep. 51: The Future of Enterprise Wealthtech Webinar</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/2020/05/23/itzonwealthtech-ep-51-why-advisors-should-love-regulation-with-ian-mckenna/">#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna</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>“Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way.” — Ian McKenna, Founder & Director, Financial Technology Research Centre (FTRC) After 15 years working […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/05/23/itzonwealthtech-ep-51-why-advisors-should-love-regulation-with-ian-mckenna/">#ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna</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/2020/05/07/itzonwealthtech-ep-49-radiating-positive-energy-with-corey-westphal/">#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal</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>“After just an hour, two thirds of our short-term memory is gone, it’s amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you’re going to see better results.” “The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/05/07/itzonwealthtech-ep-49-radiating-positive-energy-with-corey-westphal/">#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal</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/2020/04/30/itzonwealthtech-ep-48-the-triumph-of-the-fiduciary-model-with-ben-harrison/">#ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison</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 fiduciary model is winning and we want to ensure that we’re serving advisory firms across that continuum. From our clearing business, we absolutely have an option for emerging RIAs and emerging advisors in that space.” –Ben Harrison, Business Development and Relationship Management at BNY Mellon | Pershing When Ben Harrison started at Pershing Advisor […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/04/30/itzonwealthtech-ep-48-the-triumph-of-the-fiduciary-model-with-ben-harrison/">#ItzOnWealthTech Ep. 48: The Triumph of the Fiduciary Model with Ben Harrison</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/2020/04/23/itzonwealthtech-ep-47-covid19-the-million-dollar-question-with-maree-moscati/">#ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati</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>“Advisors are in the business to communicating and helping people grow and retain their assets through whatever lifestyle changes they may have. So communicating honestly and authentically is always a key.” –Maree Moscati, CEO, CopyTalk Holder of FINRA Series 24, 7 & 63 licenses, Maree spent 30 years exceeding her goals as a leader in […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/04/23/itzonwealthtech-ep-47-covid19-the-million-dollar-question-with-maree-moscati/">#ItzOnWealthTech Ep. 47: COVID19 & the Million Dollar Question with Maree Moscati</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/2020/04/09/itzonwealthtech-ep-46-the-mad-rush-into-digital-advice-with-bill-capuzzi/">#ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi</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 popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years, these firms have been able to digitally connect with their constituents.” –Bill Capuzzi, CEO, […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/04/09/itzonwealthtech-ep-46-the-mad-rush-into-digital-advice-with-bill-capuzzi/">#ItzOnWealthTech Ep. 46: The Mad Rush into Digital Advice with Bill Capuzzi</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/2020/04/04/itzonwealthtech-ep-45-ria-technology-hoarding-and-covid-19/">#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt</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>“I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There’s some cost to all of this technology and it’s fair to say in this economy, can I skimp on […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/04/04/itzonwealthtech-ep-45-ria-technology-hoarding-and-covid-19/">#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt</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/2020/03/26/itzonwealthtech-ep-44-the-wizard-of-social-networks-with-jay-palter/">#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter</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>“If you’re focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless of what social media platform you’re on. It’s always valuable to pay attention to people.” — Jay Palter, Chief Engagement Officer of Jay Palter Social Advisory Ten years ago, Jay […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/03/26/itzonwealthtech-ep-44-the-wizard-of-social-networks-with-jay-palter/">#ItzOnWealthTech Ep. 44: The Wizard of Social Networks with Jay Palter</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/2020/03/19/itzonwealthtech-ep-43-female-leaders-in-technology/">#ItzOnWealthTech Ep. 43: Female Leaders in Technology</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>“Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who’s going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position.” — Christina Townsend, Head of Platform Strategy for Advisor Solutions, BNY Mellon […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/03/19/itzonwealthtech-ep-43-female-leaders-in-technology/">#ItzOnWealthTech Ep. 43: Female Leaders in Technology</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/2020/03/11/itzonwealthtech-ep-42-highlight-reel-3-from-the-t3-advisor-conference/">#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference</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>“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology. The whole premise of T3 was bring your developers to the booth. Don’t bring your salespeople.” — Joel […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/03/11/itzonwealthtech-ep-42-highlight-reel-3-from-the-t3-advisor-conference/">#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference</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/2020/03/03/itzonwealthtech-ep-41-highlight-reel-2-from-the-t3-advisor-conference/">#ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience</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>“What we’re trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to be able to create a unicorn experience. Paint the picture, if you […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/03/03/itzonwealthtech-ep-41-highlight-reel-2-from-the-t3-advisor-conference/">#ItzOnWealthTech Ep. 41: Everyone Wants a Unicorn Experience</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/2020/02/27/itzonwealthtech-ep-40-highlight-reel-1-from-the-t3-advisor-conference/">#ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference</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>“There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much sand is in our hourglass, we don’t know how much is left, but what we know is everything is paid in time.” — Burt White, Managing Director of LPL Financial […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/02/27/itzonwealthtech-ep-40-highlight-reel-1-from-the-t3-advisor-conference/">#ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference</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/2020/02/20/itzonwealthtech-ep-39-wealthtech-platforms-of-the-world-with-urs-bolt/">#ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt</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>“Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier life of new tech. They have it easier just to scale, and also because of the socioeconomic drivers, because of the huge market and because of the high growth rate […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/02/20/itzonwealthtech-ep-39-wealthtech-platforms-of-the-world-with-urs-bolt/">#ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt</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/2020/02/13/itzonwealthtech-ep-38-3-reasons-advisors-shouldnt-do-everything-themselves-with-jim-palumbo/">#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo</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>“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don’t choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/02/13/itzonwealthtech-ep-38-3-reasons-advisors-shouldnt-do-everything-themselves-with-jim-palumbo/">#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo</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/2020/02/06/itzonwealthtech-ep37-improved-views-of-industry-data-with-jean-sullivan/">#ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan</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>“We’ve developed methodologies that provide our clients with views on industry data that don’t currently exist.” — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience. She began her career with Cerulli Associates, then went on to launch her own firm, Dover Financial Research. She patterned with […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/02/06/itzonwealthtech-ep37-improved-views-of-industry-data-with-jean-sullivan/">#ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan</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/2020/01/30/itzonwealthtech-ep-36-4-reasons-why-transparency-is-good-for-business/">#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson</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>“Fee transparency should be every firm’s goal. Make sure that anybody working with you knows how their fees have been calculated and knows what they’re being charged for. Provide a good client statement that has all of the right data on it. That’s just good business.” — Seth Johnson, CEO, Redi2 Technologies Seth Johnson has […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/01/30/itzonwealthtech-ep-36-4-reasons-why-transparency-is-good-for-business/">#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency is Good for Business with Seth Johnson</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/2020/01/29/itzonwealthtech-ep-35-putting-the-human-advisor-front-center/">#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center</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 ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the industry learning about because the tech was so bad. But now that the tech is getting so good, the hard part is putting it all […]</p> <p>The post <a href="https://wealthtechtoday.com/2020/01/29/itzonwealthtech-ep-35-putting-the-human-advisor-front-center/">#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center</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>