Wealth Compliance Leaders featuring Craig Iskowitz, Founder and CEO of Ezra Group LLC Wealth Compliance Leaders

In today’s conversation, we talk with Craig Iskowitz, Founder and CEO at Ezra Group. 

 

Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on wealth management technology. He founded Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms.

In this episode, we ask Craig: 

 

* The emerging digital wealth themes he’s observing in the wealthtech landscape

* How would you advise firms who are looking at the emerging regulatory changes in the industry – i.e., Marketing Rule, Regulation Best Interest, PTE 2020-02 – should they buy technology or should they build in-house? 

* How do you advise clients who are looking at a new regulation and considering tackling it manually or taking a digital first approach?

* Is there a perfect world, where an advisory desktop can be as fluid and digitized as possible and what will it take for our industry to get there?







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