WealthTech Today
Latest Episodes
Ep. 236: April WealthTech News
Come on in. Sit back and relax. Youre listening to episode 236 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, in
Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials
Come on in and sit back and relax. Youre listening to Episode 235 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n
Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire
Come on in and sit back and relax. Youre listening to Episode 234 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n
Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman
Come on in and sit back and relax. Youre listening to Episode 233 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n
Ep. 232: March WealthTech News
Come on in. Sit back and relax. Youre listening to episode 232 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, in
Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
Come on in and sit back and relax. Youre listening to Episode 231 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n
Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial
Come on in and sit back and relax. Youre listening to Episode 230 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n
Ep. 229: The Breakaway Blueprint, with Advyzon
Come on in and sit back and relax. Youre listening to Episode 229 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n
Ep. 228: February Wealthtech News
Come on in. Sit back and relax. Youre listening to episode 228 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, in
Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts
Come on in and sit back and relax. Youre listening to Episode 227 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, n
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