147 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
    • 4.1 • 10 Ratings

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. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG

    Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG

    Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 148 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

    Ep. 147: June News Roundup

    Ep. 147: June News Roundup

    Companies Mentioned Adhesion Wealth [02:30] Asset-Map [29:30] AssetMark [02:30] Brinker [11:00] CogniCore [21:10] Envestnet [04:05] First Ascent [10:45] FPalpha [29:30] fpPathfinder [29:30] Lumiant [27:37] Morningstar [11:00] Orion [07:38] Pershing [13:12] Right Capital [31:15] Sawtooth [08:50] Schwab [10:15] SEI [11:00] SigFig [07:55] Simplicity Group [09:30] TD Ameritrade [10:15] TIFIN [26:17] Vestmark [02:40] Wealth Simple [26:50] Topics […]

    Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors

    Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors

    Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

    Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence

    Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence

    Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 145 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

    Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology 

    Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology 

    Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 144 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

    Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference

    Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference

    Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder of Ezra Group consulting. And our May News this month is all about the T3 conference, held May 2-4 outside of Dallas, Texas, a city that I love to visit, […]

Customer Reviews

4.1 out of 5
10 Ratings

10 Ratings

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Wisdom from business pros

This is a helpful podcast for anyone who is interested in introducing themselves into the world of wealth management advisory, or wants to hone their skills and better understand this industry. I suggest you annotate, take notes, and create a guide from the expert guests. I’ve had great success reading Craig’s investment advice services blog and it has led me to his podcast as a way to help fill the gaps in my knowledge and give me more details about the most important issues related to wealth management. Craig has a way of articulating things like this that make sense.

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