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. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera
Ep. 140: Automating Advisor Workflows with Anand Sheth, Pulse360
Ep. 139: The Connective Tissue Between Processes and Technology, with Matt Reiner, benjamin
Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt
Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan
Ep. 136: April WealthTech News Roundup
Ep. 135: 3 Reasons to Diversify Your Data Aggregation Providers with Randy Lambert, Orion Advisor Solutions
Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts
Ep. 133: March WealthTech News Roundup
Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development
Ep. 131: The Tower of Babel Webinar Recap with Jeff Marsden, Xtiva
Ep. 130: The Perils of Layering Multiple Data Source, with Rob Klapprodt, Vestmark
Ep. 129: Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak
Ep. 128: February WealthTech News
Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones
Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet
Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest
Ep. 124: January WealthTech News Roundup
Ep. 123: Best of WealthTech Today 2021 Roundup
Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace
Create your
podcast in
minutes
It is Free
gm! crypto
The WAN Show
Cyber Security Headlines
Cybersecurity Today
Risky Business