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Podcast episodes

Check latest episodes from WealthTech Today podcast

Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX

2024/02/20

Come on in and sit back and relax. You’re listening to Episode 226 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 Aaron Wormus, […]

Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac

2024/02/15

Come on in and sit back and relax. You’re listening to Episode 225 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 advisor […]

Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls

2024/02/08

Come on in and sit back and relax. You’re listening to Episode 224 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 Colin Falls, founder […]

Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN

2024/02/01

Come on in and sit back and relax. You’re listening to Episode 223 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 love talking about wealth management technology here, and […]

Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex

2024/01/25

Come on in and sit back and relax. You’re listening to Episode 222 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 Bill Capuzzi, […]

Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond

2024/01/23

Come on in and sit back and relax. You’re listening to Episode 221 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 for […]

Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing

2024/01/16

Come on in and sit back and relax. You’re listening to Episode 220 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 Matt Radgowski, CEO […]

Ep. 219: The WealthTech Today Podcast Best of 2023

2024/01/11

Come on in and sit back and relax. You’re listening to Episode 219 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 is the Best of 2023! We went […]

Ep. 218: January News Roundup

2024/01/09

Come on in and sit back and relax. You’re listening to Episode 218 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. This is our January news update, I always […]

Ep. 217: Bridging the Gap: Transforming Wealth Infrastructure with BridgeFT

2024/01/04

Come on in and sit back and relax. You’re listening to Episode 217 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. I’m excited to talk about our two guests for […]

Ep. 216: Turbo Tax for Annuities: A New Approach to Holistic Wealth Management with Bobby Powell, iPipeline

2023/12/28

Come on in and sit back and relax. You’re listening to Episode 216 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 Bobby Powell, VP […]

Ep. 215: The Chicken and the Egg Problem with Alts by Eric Satz, Alto IRA

2023/12/21

Come on in and sit back and relax. You’re listening to Episode 215 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 Eric Satz, founder […]