The post Ep. 228: February Wealthtech News appeared first on and was written by Elana Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 228 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. You are going to love this episode. It’s our February news, and we’ve got […]
The post Ep. 228: February Wealthtech News appeared first on and was written by Elana Iskowitz.
Ep. 239: The Breakaway Blueprint with Anand Sheth, Pulse360
Ep. 238: Breakaway Blueprint with Morningstar Office
Ep. 237: Content is King: Boosting Marketing Engagement with Kevin Darlington, Broadridge Advisor Solutions
Ep. 236: April WealthTech News
Ep. 235: BetaNXT’s Evolution: From Data-as-a-Service to Operational Support Essentials
Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire
Ep. 233: The Arch Effect: Tech-Driven Transparency for Alternative Investments with Ryan Eisenman
Ep. 232: March WealthTech News
Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial
Ep. 229: The Breakaway Blueprint, with Advyzon
Ep. 227: Beyond the Platform: Envestnet’s Molly Weiss on Customization, Integration, and the Future of Managed Accounts
Ep. 226: Are You a Fintech or a TAMP? with Aaron Wormus, SMArtX
Ep. 225: The Breakaway Blueprint w/ Phil Rogerson and Brian Daley, Tamarac
Ep. 224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls
Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN
Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex
Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond
Ep. 220: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing
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