WealthTech Today

Craig Iskowitz runs Ezra Group, a consulting firm focused on wealth management technology, and he brings that insider perspective to every episode of WealthTech Today. With 300 episodes under his belt, Iskowitz has essentially built a running chronicle of how technology is reshaping the advisory business. The format is predominantly one-on-one interviews with fintech executives, platform builders, and technology leaders in the wealth management space. Episodes run about 30 to 35 minutes and drop biweekly. Recent conversations have covered AI governance frameworks, compliance automation, financial planning software disruption, and the messy reality of migrating from legacy platforms to modern tech stacks. Iskowitz has a particular talent for cutting through vendor marketing language and asking the pointed questions that advisors actually care about. This is not a podcast for everyone. It skews heavily toward the technology infrastructure side of running an advisory practice -- think custodian platform evaluations, API integrations, and data management challenges. But for advisors who are evaluating new tools, considering a platform migration, or just trying to understand where the industry is heading technologically, it is an essential listen. Iskowitz does not just cover what is new; he evaluates what actually works and calls out the gap between AI promises and AI reality in wealth management. The show has built a steady following over six years with a 4.1 rating on Apple Podcasts. If your tech stack decisions keep you up at night, this podcast will at least make you feel informed about your options.