WealthTech Today

<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>

<p>The post <a href="https://wealthtechtoday.com/2019/12/21/itzonwealthtech-ep-34-best-of-2019-from-the-wmtoday-podcast/">#ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast</a> appeared first 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 can’t believe it’s been a year since I launched this podcast, but in the spirit and tradition of annual best-of’s, we’ve made a best-of the podcast from 2019. My staff and I poured over the audio and pulled some of the best clips from the year and compiled them here for your listening pleasure. […]</p> <p>The post <a href="https://wealthtechtoday.com/2019/12/21/itzonwealthtech-ep-34-best-of-2019-from-the-wmtoday-podcast/">#ItzOnWealthTech Ep. 34: Best of 2019 from the WMToday Podcast</a> appeared first 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/2019/12/11/itzonwealthtech-ep-33-how-to-create-a-thriving-tech-ecosystem-with-mike-zebrowski-ai-labs/">#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p> <p>[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it’s too late. I think Schwab recognized that they weren’t able to […]</p> <p>The post <a href="https://wealthtechtoday.com/2019/12/11/itzonwealthtech-ep-33-how-to-create-a-thriving-tech-ecosystem-with-mike-zebrowski-ai-labs/">#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs</a> appeared first 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/2019/11/22/itzonwealthtech-ep-32-speed-podcasting-at-the-t3-enterprise-conference/">#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise 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 too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]</p> <p>The post <a href="https://wealthtechtoday.com/2019/11/22/itzonwealthtech-ep-32-speed-podcasting-at-the-t3-enterprise-conference/">#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise 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>