In today’s conversation, we talk with Craig Iskowitz, Founder and CEO at Ezra Group. 

Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on wealth management technology. He founded Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms.

In this episode, we ask Craig: 

* The emerging digital wealth themes he’s observing in the wealthtech landscape

* How would you advise firms who are looking at the emerging regulatory changes in the industry – i.e., Marketing Rule, Regulation Best Interest, PTE 2020-02 – should they buy technology or should they build in-house? 

* How do you advise clients who are looking at a new regulation and considering tackling it manually or taking a digital first approach?

* Is there a perfect world, where an advisory desktop can be as fluid and digitized as possible and what will it take for our industry to get there?

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