The post Ep. 236: April WealthTech News appeared first on and was written by Craig Iskowitz. Come on in. Sit back and relax. You’re listening to episode 236 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our April news roundup, we’ve got a lot to cover here. We’re […] The post Ep. 236: April WealthTech News appeared first on and was written by Craig Iskowitz ..read more

The post Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 235 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest for this episode was Stephen Daffron, […] The post Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials appea ..read more

The post Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 234 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest on this episode was Pershing’s Chief […] The post Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire appeared fir ..read more

The post Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 233 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest for this episode was Ryan Eisenman, […] The post Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with ..read more

The post March WealthTech News appeared first on and was written by Elana Iskowitz. Come on in. Sit back and relax. You’re listening to episode 232 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our March news roundup, where I read the news give you my […] The post March WealthTech News appeared first on and was written by Elana Iskowitz ..read more

The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 231 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest for this episode is Mark Evans, […] The post Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark ..read more

The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 230 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest for this episode is Greg Gates, […] The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial app ..read more

The post Ep. 229: The Breakaway Blueprint, with Advyzon appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 229 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. This episode is part of our Breakaway advisors series […] The post Ep. 229: The Breakaway Blueprint, with Advyzon appeared first on and was written by Craig Iskowitz ..read more

The post Ep. 228: February News appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 228 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. Topics Covered Three Impressive Integration Announcements Addepar Surpasses […] The post Ep. 228: February News appeared first on and was written by Elana Iskowitz ..read more

The post Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 227 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Molly Weiss from […] The post Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customizat ..read more