233 episodes

Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.

WealthTech Today Craig Iskowitz

    • News

Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.

    Ep. 236: April WealthTech News

    Ep. 236: April WealthTech News

    Come on in. Sit back and relax. You’re listening to episode 236 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our April news roundup, we’ve got a lot to cover here. We’re […]

    Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials

    Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials

    Come on in and sit back and relax. You’re listening to Episode 235 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 Stephen Daffron, […]

    Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire

    Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire

    Come on in and sit back and relax. You’re listening to Episode 234 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 on this episode was Pershing’s Chief […]

    Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman

    Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman

    Come on in and sit back and relax. You’re listening to Episode 233 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 Ryan Eisenman, […]

    Ep. 232: March WealthTech News

    Ep. 232: March WealthTech News

    Come on in. Sit back and relax. You’re listening to episode 232 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our March news roundup, where I read the news give you my […]

    Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans

    Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans

    Come on in and sit back and relax. You’re listening to Episode 231 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 is Mark Evans, […]

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