WealthTech Today

The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz. “There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice who don’t know where to turn. Helping them to lay the foundations for a healthy financial life by understanding the key tenants and […] The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on and was written by Craig Iskowitz. Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting company called Ezra Group. We are experts in everything related to wealthtech, and this is where I usually give our standard marketing pitch, but instead I’m going to sneak in […] The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz. “Our goal is to make sure that every single person that touches this platform, irrespective of who it is, if it’s an advisor, if it’s an asset manager, if it’s a company, if it’s the employees of those companies, every person has to be better with Vestwell than without. And that’s something we focus on […] The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz. “The old man rubbed his hands: ‘Ah! A meta-subject! Using language to discuss language, there’s nothing better. I adore that’.” ― Laurent Binet, The Seventh Function of Language This episode is one that I’ve been talking with my team about doing for a while.  I get a steady stream of questions about how I started […] The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur appeared first on and was written by Craig Iskowitz. “What I think is different about our approach, firstly, is that we’re purpose built for decumulation. The second thing is that we’re built for what I call modern retirement. In the old days you had a pension, but you probably were only living until your early 80s. Today, the vast majority of our customers don’t […] The post #ItzOnWealthTech Ep. 77: Building a Fintech Ecosystem for Modern Retirement, with Rhian Horgan, CEO of Silvur appeared first on and was written by Craig Iskowitz.

In this engaging discussion, Matt Regan, President of Wealthcare and expert in online brokerage and robo-advisors, delves into the transformative role of Turnkey Asset Management Platforms (TAMPs). He highlights how TAMPs are evolving beyond basic investment services to integrate comprehensive financial planning tools. Matt also touches on the significant impact of innovative technology on client experiences and the ongoing shifts in the financial advisory landscape, including insights into strategic industry acquisitions.

The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road appeared first on and was written by Craig Iskowitz. It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly roundup of some of the top wealthtech news and we’ve got a terrific mix of stories to keep you on top of the latest industry updates. When is a custodian less […] The post #ItzOnWealthTech Ep. 75: When The Wealthtech Rubber Meets the Road appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz. “Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner in a journey that will inspire you, support you, push you.  There’s so much capital being poured into our space right now. The check […] The post #ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz. “Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things and re-imagining how they could be? Even in a situation where 99% of the industry is the same, I’m always going to look at that 1% that is […] The post #ItzOnWealthTech Ep. 73: Confessions of a Fintech Heretic with Lex Sokolin appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz. “We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being there for advisors and helping them where they are in their practices. And we’re agnostic of platform, affiliation level. We’re really trying to help support advice and be the leader […] The post #ItzOnWealthTech Ep. 72: Finding the Right Fintech Deal with LPL Financial appeared first on and was written by Craig Iskowitz.