Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners
Wealth Management Today
by Craig Iskowitz
4d ago
The post Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax. You’re listening to Episode 240 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 series on RIA tech […] The post Ep. 240: Unlocking RIA Growth Opportunities Through a World Class ..read more
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Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360
Wealth Management Today
by Craig Iskowitz
2w ago
The post Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax. You’re listening to Episode 239 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 Blueprint series, where […] The post Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360 appeared first on and was written by Craig Iskowitz ..read more
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Ep. 238: Breakaway Blueprint with Morningstar Office
Wealth Management Today
by Craig Iskowitz
3w ago
The post Ep. 238: Breakaway Blueprint with Morningstar Office appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 238 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 series on breakaway […] The post Ep. 238: Breakaway Blueprint with Morningstar Office appeared first on and was written by Craig Iskowitz ..read more
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Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions
Wealth Management Today
by Craig Iskowitz
1M ago
The post Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 237 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 Kevin Darlington, General […] The post Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Da ..read more
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Ep. 236: April WealthTech News
Wealth Management Today
by Craig Iskowitz
1M ago
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
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Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials
Wealth Management Today
by Craig Iskowitz
1M ago
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
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Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire
Wealth Management Today
by Craig Iskowitz
1M ago
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
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Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman
Wealth Management Today
by Craig Iskowitz
2M ago
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
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March WealthTech News
Wealth Management Today
by Craig Iskowitz
2M ago
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
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Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
Wealth Management Today
by Craig Iskowitz
2M ago
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
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