WealthTech Today

The post Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 272 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 was none other […] The post Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist appeared first on and was written by Elana Iskowitz.

David Knoch, CEO of DocuPace, brings over 20 years of financial services leadership to the table. He discusses the strategic changes at DocuPace, fueled by significant investment, and highlights user experience improvements through AI and automation. The conversation also tackles the integration of technology in wealth management, the nuances of mergers and acquisitions, and the importance of choosing the right partners. Knoch shares insights on enhancing user experience and previews exciting innovations set for release in 2025.

The post Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 270 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 was Chris Ball, CEO and […] The post Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth appeared first on and was written by Elana Iskowitz.

The post Ep. 269: December WealthTech News appeared first on and was written by Elana Iskowitz. Come on in. Sit back and relax. You’re listening to episode 269 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features news and updates around Wealth Management Technology, and this is our December news update. We missed last month’s news – the month went by […] The post Ep. 269: December WealthTech News appeared first on and was written by Elana Iskowitz.

Joseph Mrak, CEO of FoundationSource, shares his insights on the intersection of philanthropy and technology. With a solid background in wealth management and fintech, he discusses how digital tools are transforming charitable giving. The conversation highlights the recent acquisition of VenFi and its innovative features like gift cards for donations. Mrak emphasizes the importance of integrating philanthropy into financial planning, modernizing foundation management, and improving donor engagement through technology.

The post Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 267 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 was Frank Smith, CEO of […] The post Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group appeared first on and was written by Elana Iskowitz.

The post Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 266 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 was Ashley M Fox CEO […] The post Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify appeared first on and was written by Elana Iskowitz.

The post Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 265 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 was the one and only […] The post Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy appeared first on and was written by Elana Iskowitz.

The post Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 264 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 guests for this episode were Kevin Adams and Ryan […] The post Ep. 264: Scaling Salesforce: Lessons from Edward Jones’ Massive Tech Migration appeared first on and was written by Elana Iskowitz.

The post Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth appeared first on and was written by Elana Iskowitz. Come on in, sit back and relax. You’re listening to Episode 263 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 today is Terri Kallsen, from Rise Growth. Terri […] The post Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success with Terri Kallsen, Rise Growth appeared first on and was written by Elana Iskowitz.