241 episodes
WealthTech Today Craig Iskowitz
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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.
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Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic
Come on in, sit back and relax. You’re listening to Episode 244 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 Shannon Larson, SVP […]
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Ep. 243: The Breakaway Blueprint with Adrian Johnstone, Practifi
Come on in, sit back and relax. You’re listening to Episode 243 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. This episode is part of our series called the […]
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Ep. 242: From Human Capital to Estate Planning: Understanding True Wealth with Jeff Coyle, Libretto
Come on in, sit back and relax. You’re listening to Episode 242 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. We have a great episode in store for you, I […]
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Ep. 241: May Wealthtech News
Come on in. Sit back and relax. You’re listening to episode 241 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 May news roundup, we have a bunch of interesting stories for […]
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Ep. 240: Unlocking RIA Growth Opportunities Through a World Class Tech Stack with Erin Goss, Blue Chip Partners
Come on in, sit back and relax. You’re listening to Episode 240 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. This episode is part of our series on RIA tech […]
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Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360
Come on in, sit back and relax. You’re listening to Episode 239 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. This episode is part of our Breakaway Blueprint series, where […]
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