WealthTech Today

<p>The post <a href="https://wealthtechtoday.com/2021/07/15/ep-104-july-wealthtech-news-roundup/">Ep. 104: July Wealthtech News Roundup</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>Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/07/15/ep-104-july-wealthtech-news-roundup/">Ep. 104: July Wealthtech News Roundup</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/2021/06/30/ep-103-how-to-purchase-and-manage-protective-investments-with-biju-kulathakal-jason-barsema-halo-investing/">Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing</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 first thing that Biju and I wrote down before we even wrote our business plan is that we want to create a positive impact in the world before we worried about profits. And from that perspective, we think that the state of people’s savings and retirement is a huge issue. The wealth gap in […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/06/30/ep-103-how-to-purchase-and-manage-protective-investments-with-biju-kulathakal-jason-barsema-halo-investing/">Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing</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/2021/06/17/ep-102-the-rise-of-alternate-marketplaces-with-jason-broder-simon-markets/">Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>“Financial advisors are looking to differentiate their value to clients as we are on the precipice of the largest wealth transfer in history. I think the playbooks for the next 5, 10, 20 years in the financial advice business will most likely be different than the playbooks from the past. I think a part of […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/06/17/ep-102-the-rise-of-alternate-marketplaces-with-jason-broder-simon-markets/">Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets</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/2021/06/08/ep-101-june-wealthtech-news-roundup/">Ep. 101: June WealthTech 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>Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/06/08/ep-101-june-wealthtech-news-roundup/">Ep. 101: June WealthTech 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/2021/05/27/ep-100-the-t3-conference-is-a-wealthtech-startup-accelerator-with-joel-bruckenstein/">Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein</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>“One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of attention. I get calls from probably 30, 40, 50 of those firms. We don’t want them all at T3 because a lot of them, we just think, don’t have legs. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/05/27/ep-100-the-t3-conference-is-a-wealthtech-startup-accelerator-with-joel-bruckenstein/">Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein</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/2021/05/20/ep-99-digitizing-the-back-office-of-wealth-management-firms-with-david-knoch-docupace/">Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace</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>“When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/05/20/ep-99-digitizing-the-back-office-of-wealth-management-firms-with-david-knoch-docupace/">Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace</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/2021/05/14/ep-98-taking-the-emotion-out-of-college-planning-with-joe-messinger-collegeaidpro/">Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro</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>“There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of reactive using our predicted outcomes that provide about 90% accuracy for out of pocket costs, and we can have those conversations when they’re a sophomore of a junior, not when […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/05/14/ep-98-taking-the-emotion-out-of-college-planning-with-joe-messinger-collegeaidpro/">Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro</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/2021/05/03/ep-97-when-one-door-closes-another-opens-may-wealthtech-news-roundup/">Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup</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>Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/05/03/ep-97-when-one-door-closes-another-opens-may-wealthtech-news-roundup/">Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup</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/2021/04/27/ep-96-converting-tax-returns-into-actionable-insights-for-advisors-with-kevin-lozer-holistiplan/">Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan</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>“How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/04/27/ep-96-converting-tax-returns-into-actionable-insights-for-advisors-with-kevin-lozer-holistiplan/">Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan</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/2021/04/15/ep-95-travel-gadget-geek-out-with-brian-mclaughlin-redtail-technology/">Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail 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>“If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits. We all created routines the past year or so while we’ve been stuck at home that we would love to break out of. But travel is coming back! I’m seeing […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/04/15/ep-95-travel-gadget-geek-out-with-brian-mclaughlin-redtail-technology/">Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail 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/2021/04/09/ep-94-building-invisible-digital-infrastructure-with-tricia-rothschild/">Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild</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 think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end pipes and plumbing, but I’ve observed that it is actually an area where there has been precious little innovation, and perhaps not as much investment in bringing forward the best […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/04/09/ep-94-building-invisible-digital-infrastructure-with-tricia-rothschild/">Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild</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/2021/04/01/ep-93-putting-the-puzzle-pieces-together-april-news-roundup/">Ep. 93: Putting the Puzzle Pieces Together – April News Roundup</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 solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management technology related news. Four of them are acquisitions. This is not a new trend as we see a constant boom and bust cycle in almost every industry. A recurring theme […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/04/01/ep-93-putting-the-puzzle-pieces-together-april-news-roundup/">Ep. 93: Putting the Puzzle Pieces Together – April News Roundup</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/2021/03/25/ep-92-taming-your-companys-technical-debt-with-alex-sauickie-circleblack/">Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack</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 fact that we’re new technology and we have very low tech debt, our tech debt is measured in weeks not months or years, decades, in some cases with older companies, we think that’s an added advantage. With RBC BLACK, they’ve certainly taken advantage of those functions, they white label and they’ve taken advantage of […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/03/25/ep-92-taming-your-companys-technical-debt-with-alex-sauickie-circleblack/">Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack</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/2021/03/18/itzonwealthtech-ep-91-creating-a-gravitational-pull-towards-your-ria-platform-with-jason-wenk-altruist/">#ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist</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 most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the combination of people who are frustrated with their current solutions, so it’s not like we had to go manufacturer demand, people are not super happy with what they have today, […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/03/18/itzonwealthtech-ep-91-creating-a-gravitational-pull-towards-your-ria-platform-with-jason-wenk-altruist/">#ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist</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/2021/03/11/itzonwealthtech-ep-90-how-merrill-lynch-drives-digital-adoption-with-april-rudin/">#ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>“I think that Merrill embraces that opportunity which has multiple entry points, Merrill Edge, Merrill One. They have something that they announced last year called the customer experience workstation. So in other words, they’re thinking about it from a more client centric point of view, which is what needs to happen instead of from the […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/03/11/itzonwealthtech-ep-90-how-merrill-lynch-drives-digital-adoption-with-april-rudin/">#ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2021/03/04/itzonwealthtech-ep-89-when-the-whole-is-greater-than-the-sum-of-its-parts-march-news-roundup/">#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March 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 whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the most mysterious properties of a system: Emergence. [read my exploration into that topic] The phrase is also used to explain the importance of Synergy and the foundations of Gestalt theory. […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/03/04/itzonwealthtech-ep-89-when-the-whole-is-greater-than-the-sum-of-its-parts-march-news-roundup/">#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March 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/2021/02/26/itzonwealthtech-ep-88-a-digital-wealthtech-showdown-us-vs-europe-with-ralf-heim-fincite-de/">#ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de</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>European geography has become almost irrelevant as FinTech markets have flattened out, enabling technology firms to more easily reach customers beyond national borders. Boosted by cloud software efficiency, specifically productivity tools, communication and open architecture, some aspects of FinTech in the US seem to be falling behind that of most of Europe, where regulation looks […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/02/26/itzonwealthtech-ep-88-a-digital-wealthtech-showdown-us-vs-europe-with-ralf-heim-fincite-de/">#ItzOnWealthTech Ep. 88: A Digital Wealthtech Showdown — US vs Europe with Ralf Heim, Fincite.de</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/2021/02/18/itzonwealthtech-ep-87-the-engine-powering-the-ssc-advent-insurance-marketplace-with-david-lau-dpl-financial-partners/">#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial 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>“I know this from my many years at Jefferson National, it was difficult to get the Orions and the BlackDiamonds of the world to build insurance functionality, because they didn’t have demand. Their advisors aren’t really using these products, so a data feed would be enough. But as there’s more demand, the technology becomes necessary […]</p> <p>The post <a href="https://wealthtechtoday.com/2021/02/18/itzonwealthtech-ep-87-the-engine-powering-the-ssc-advent-insurance-marketplace-with-david-lau-dpl-financial-partners/">#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial 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/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>