WealthTech Today

The post Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 224 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 Colin Falls, CEO […] The post Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls appeared first on and was written by Craig Iskowitz.

The post Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 223 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. We love talking about wealth management technology here, and […] The post Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN appeared first on and was written by Craig Iskowitz.

The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 222 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 Bill Capuzzi, […] The post Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex appeared first on and was written by Craig Iskowitz.

The post Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 221 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 for […] The post Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond appeared first on and was written by Craig Iskowitz.

The post Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 220 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 Matt Radgowski, CEO […] The post Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing appeared first on and was written by Elana Iskowitz.

The post Ep. 219: The WealthTech Today Podcast Best of 2023 appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 219 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 is the Best of 2023! We went […] The post Ep. 219: The WealthTech Today Podcast Best of 2023 appeared first on and was written by Elana Iskowitz.

The post Ep. 218: January News Roundup appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 218 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. This is our January news update, I always […] The post Ep. 218: January News Roundup appeared first on and was written by Elana Iskowitz.

The post Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 217 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. I’m excited to talk about our two guests for […] The post Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT appeared first on and was written by Elana Iskowitz.

The post Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 216 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 Bobby Powell, VP […] The post Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline appeared first on and was written by Craig Iskowitz.

The post Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA appeared first on and was written by Elana Iskowitz. Come on in and sit back and relax. You’re listening to Episode 215 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 Eric Satz, founder […] The post Ep. 215: The Chicken and the Egg Problem with Alto by Eric Satz, Alto IRA appeared first on and was written by Elana Iskowitz.