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. 101: June WealthTech News Roundup
Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein
Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace
Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro
Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup
Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan
Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology
Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild
Ep. 93: Putting the Puzzle Pieces Together – April News Roundup
Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack
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#ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin
#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup
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#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners
#ItzOnWealthTech Ep. 86: Behind the Scenes of the Cetera-Voya Deal, with Lori Hardwick
#ItzOnWealthTech Ep. 85: Reddit Targets Robinhood And The GameStop Débâcle with Aaron Klein, Riskalyze
#ItzOnWealthTech Ep. 84: The Road to Success is Paved with Data, with Jeff Marsden, Xtiva
#ItzOnWealthTech Ep. 83: The Bitcoin Enlightenment Comes to Wealth Management with Efi Pylarinou
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