Craig Iskowitz's profile photo

Craig Iskowitz

Cherry Hill

CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast

Articles

  • 1 week ago | wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz

    Alternative investments have finally gone mainstream—just not in a way that works for most RIAs.From multi-trillion-dollar custodians to lean startup platforms, the wealth management ecosystem is tripping over itself to “democratize” access to private markets. Yet behind the glossy product catalogs and various attempts at digitized sub docs lies a reality most RIA execs know too well: fragmented tech, poor data flows, and costly structures that don’t scale with firm operations.

  • 1 week ago | wealthtechtoday.com | Bhupinder Singh |Craig Iskowitz

    Trusted by hundreds of advisors and tech leaders, our 2025 Buyer’s Guide breaks down the best AI tools for capturing, summarizing, and automating advisor-client conversations. What’s Inside✅ Side-by-side comparison of 10+ advisor-specific AI platforms✅ CRM and workflow integration matrix✅ Compliance readiness scorecard✅ Strategic insights for RIAs, broker-dealers, and fintech firms.

  • 3 weeks ago | wealthtechtoday.com | Craig Iskowitz

    At the 2025 AdvisorEngine >Drive Conference, I had the opportunity to speak directly to advisory firm executives, operations leaders, and technologists about one of the most underappreciated challenges in wealth management: how to plan and implement a resilient RIA technology stack that holds up under pressure.

  • 3 weeks ago | wp.me | Craig Iskowitz

    At the 2025 AdvisorEngine >Drive Conference, I had the opportunity to speak directly to advisory firm executives, operations leaders, and technologists about one of the most underappreciated challenges in wealth management: how to plan and implement a resilient RIA technology stack that holds up under pressure.

  • 3 weeks ago | wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz

    Podcast: Play in new window | Download | EmbedSubscribe: RSSWhat happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platform—from proposal generation to advisor copilots to operational automation. If you’re a tech-savvy executive wondering how AI can deliver measurable ROI without crossing compliance red lines, this episode is a must-listen.

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Craig Iskowitz
Craig Iskowitz @craigiskowitz
2 Jun 25

RT @CUJewsIsraelis: Left: @Columbia Apartheid Divest (CUAD) advertised a protest at @BarnardCollege, with a Molotov cocktail. (Dec. 2024)…

Craig Iskowitz
Craig Iskowitz @craigiskowitz
2 Jun 25

RT @aggierican: Good morning ☺️ https://t.co/vyLGEVweX7

Craig Iskowitz
Craig Iskowitz @craigiskowitz
31 May 25

RT @jaa_mit_post: Statement from MIT JAA regarding MIT 2025 graduation: Yesterday, during the MIT 2025 graduation, a student speaker wrap…