WealthTech Today

The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz. “Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed income, but at some point they don’t want their clients paying the benefit-based fee, which is always increasing. And they […] The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz.

The post Ep. 114: October WealthTech News Roundup appeared first on and was written by Craig Iskowitz. Come on in, sit back, relax and enjoy episode 114 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […] The post Ep. 114: October WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network appeared first on and was written by Elana Iskowitz. “In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss the community that goes along with being part of a larger organization. And I know there’s been a lot of platforms over the years that have built and strengthened their […] The post Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network appeared first on and was written by Elana Iskowitz.

The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz. “Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data from my clients that is in the moment and can support a deeper conversation?” — Julie Littlechild, Founder and CEO, […] The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz.

The post Ep. 111: September Wealthtech News Roundup appeared first on and was written by Elana Iskowitz. Come on in, sit back, relax and enjoy episode 111 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […] The post Ep. 111: September Wealthtech News Roundup appeared first on and was written by Elana Iskowitz.

The post Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz. “At the end of the day, Morningstar is a data company and we’re a research company, and we expose that through software. Twenty years of history and academically validated research is really hard to replicate in the FinTech space. And part of the acquisition of PlanPlus Global is they did some things on the advanced […] The post Ep. 110: How the Risk Ecosystem Helps Clients Invest Differently with Jeff Schwantz, Morningstar appeared first on and was written by Craig Iskowitz.

The post Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG appeared first on and was written by Craig Iskowitz. “If we think about the underpinning of our future growth strategy we’re specifically looking to accelerate growth by developing and delivering on a globalized strategy that’s delivered in a local way to meet client needs. What I mean by that specifically, if we think about for example private banks in North America relative to private […] The post Ep. 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG appeared first on and was written by Craig Iskowitz.

The post Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre appeared first on and was written by Craig Iskowitz. “Just buying Bitcoin and Ethereum, for some clients and for some advisors, maybe it is good enough. But at the end of the day, you don’t want to be the one that’s picking the AOL or the Yahoo of this age. If you look at the the whole Dot Com era and all of the […] The post Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre appeared first on and was written by Craig Iskowitz.

The post Ep. 107: August News Roundup appeared first on and was written by Elana Iskowitz. Come on in, sit back, relax and enjoy episode 107 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […] The post Ep. 107: August News Roundup appeared first on and was written by Elana Iskowitz.

The post Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante appeared first on and was written by Craig Iskowitz. “Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re going to spend on healthcare. Our goal is to help financial advisory firms to bring this cause in front of their clients so they can plan their financial […] The post Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante appeared first on and was written by Craig Iskowitz.