WealthTech Today

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 Circle appeared first on and was written by Craig Iskowitz.

The post Ep 184: May WealthTech News appeared first on and was written by Craig Iskowitz. Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech 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 there’s […] The post Ep 184: May WealthTech News appeared first on and was written by Craig Iskowitz.

The post Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 183 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 Julie Littlechild, Founder and CEO […] The post Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild appeared first on and was written by Craig Iskowitz.

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.

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.

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 Craig Iskowitz.

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 Craig Iskowitz.

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, intelliflo appeared first on and was written by Craig Iskowitz.

The post Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you’re listening to Episode 177 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. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt appeared first on and was written by Craig Iskowitz.

The post Ep. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft appeared first on and was written by Elana Iskowitz. Come on in and sit back relax, you’re listening to Episode 176 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. 176: What Wealthtech Firms Can Learn From Global Markets, with Jonathan Georges, Equisoft appeared first on and was written by Elana Iskowitz.