The post Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor Circle appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 185 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 around Wealth Management Technology. My guest today is Matt Middleton, co founder and […] The post Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, Advisor ..read more

The post May WealthTech News appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to episode 184 of the Weath Tech 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 around wealth management technology. And this is our main news roundup, and […] The post May WealthTech News appeared first on and was written by Elana Iskowitz ..read more

The post Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 182 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 around Wealth Management Technology. My guest today is Brad Genser, Founder and CTO […] The post Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther appeared first on and was written by Craig Iskowitz ..read more

The post Ep. 181: March WealthTech News appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 181 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our March news roundup where we cover a curated selection of the most interesting news stories in wealth tech. This is our March news roundup. […] The post Ep. 181: March WealthTech News appeared first on and was written by Craig Iskowitz ..read more

The post Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 180 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 around Wealth Management Technology. My guest today is Phil Taylor, President and Chief […] The post Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason appeared first on and was written by ..read more

The post Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 179 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 around Wealth Management Technology. Today we have an interview with Doug Besso, CTO […] The post Ep. 179: Making Conscious Technology Decisions with Doug Besso, HighTower appeared first on and was written by ..read more

The post Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, intelliflo appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 178 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 around Wealth Management Technology. Before we get into the interview, if you are […] The post Ep. 178: Lessons Learned from Integrating Multiple Software Companies with Nick Eatock, in ..read more

The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 150 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz ..read more

The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz. Companies Mentioned Adhesion Wealth [02:30] Asset-Map [29:30] AssetMark [02:30] Brinker [11:00] CogniCore [21:10] Envestnet [04:05] First Ascent [10:45] FPalpha [29:30] fpPathfinder [29:30] Lumiant [27:37] Morningstar [11:00] Orion [07:38] Pershing [13:12] Right Capital [31:15] Sawtooth [08:50] Schwab [10:15] SEI [11:00] SigFig [07:55] Simplicity Group [09:30] TD Ameritrade [10:15] TIFIN [26:17] Vestmark [02:40] Wealth Simple [26:50] Topics […] The post Ep. 147: June News Roundup appeared first on and wa ..read more

The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 144 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […] The post Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology  appeared first o ..read more