The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz.
Come on in. Sit back and relax. You’re listening to episode 232 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. This is our March news roundup, where I read the news give you my […]
The post Ep. 232: March WealthTech News appeared first on and was written by Elana Iskowitz.
Ep. 161: Never Assume You Know the Market with Ryan George, Docupace
Ep. 160: September WealthTech News Roundup
Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
Ep. 158: Don’t Bring Us Vaporware, with John Rajes, LPL Financial
Ep. 157: Don’t Go Broke! Tips for Keeping Tech Vendors in Line with Jason Albino, Grove Point Financial
Ep. 156: August WealthTech News
Ep. 155: Understanding Advisor Personas Makes Better Software with Sean Brown, YCharts
Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar
Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark
Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX
Ep. 151: July WealthTech News
Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv
Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI
Ep. 148: Bringing Consensus to ESG Data with Ben Webster, OWL ESG
Ep. 147: June News Roundup
Ep. 146: Leveraging Artificial Intelligence to Improve Prospecting for Advisors
Ep. 145: Big Data as a Service is the Next Big Thing in Artificial Intelligence
Ep. 144: Artificial Intelligence Powered CRM with Brian McLaughlin, Redtail Technology
Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
Ep. 142: Connecting the Dots by Acquiring the Right Data with Bill Crager
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