WealthTech Today

The post Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 267 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 Frank Smith, CEO of […] The post Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group appeared first on and was written by Elana Iskowitz.

The post Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 266 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 Ashley M Fox CEO […] The post Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify appeared first on and was written by Elana Iskowitz.

The post Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 265 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 the one and only […] The post Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy appeared first on and was written by Elana Iskowitz.

The post Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 264 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 guests for this episode were Kevin Adams and Ryan […] The post Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration appeared first on and was written by Elana Iskowitz.

The post Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 263 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 today is Terri Kallsen, from Rise Growth. Terri […] The post Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth appeared first on and was written by Elana Iskowitz.

The post Ep. 262: October WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to Episode 262 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 around Wealth Management Technology. Today’s episode is our October news roundup, and we’re simply overflowing with WealthTech stories, so let’s jump right in. […] The post Ep. 262: October WealthTech News appeared first on and was written by Elana Iskowitz.

Chip Roame, Managing Principal of Tiburon Strategic Advisors, shares his insights on the wealth management technology sector. He discusses key trends shaping WealthTech, including the evolving role of AI and the impact of mergers and acquisitions in a competitive market. Roame highlights the importance of technology assessments and financial planning platforms for future growth. The conversation also touches on the challenges for new market entrants and the strategic motivations driving innovation within the industry.

The post Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 260 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 Adam Holt, founder and […] The post Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.

The post Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 259 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 Olivia Eisinger, Head […] The post Ep. 259: The Future of Custody: Frictionless Solutions Reshaping Wealth with Olivia Eisinger, Apex Fintech appeared first on and was written by Elana Iskowitz.

The post Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 258 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 Suzy Daly, product area […] The post Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity appeared first on and was written by Elana Iskowitz.