Press

Drawing on his decades of experience and broad expertise, Ezra Group CEO Craig Iskowitz is frequently quoted in the media as an expert on wealth tech and strategy for wealth management firms. For media inquiries, click here. 

2022

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Will 2022 be the Year of New Ideas in Financial Planning Software? (Dec 2021)

2021

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Vanguard's Website Problems are Mostly Fixed. Will They be Forgotten? (Dec 2021)

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KKR Rewards Beacon Pointe with Mega Recap After the Roll-Up Made the Leap from $10 Billion to $20 Billion in AUM in 18 Months. (Nov 2021)

Catch the Entrepreneurial Bug? How Advisors Build Tech Solutions. (July 2021)

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Improving Financial Advisors Client Interest Understanding and Action. (July 2021)

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Tech Giants Are Invading Wealth Management. (June 2021)

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Bill Crager Buys Wall Street Patience by Detailing how Envestnet Can Rent Out Brainpower, Deliver 'Wellness' and be Rewarded with Revenues at an Astounding 40 Basis Points Higher. (May 2021)

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Lessons for Wealth Management in the Wake of the GameStop Saga. (May 2021)

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Blockchange Inc. Expands Partner Network to Simplify Bitcoin and Digital Asset Investing for Financial Advisors. (May 2021)

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After Four-Year Turnaround Effort, Angela Pecoraro Finally Sells Advicent to Rollup Ravenous InvestCloud to Complete 'Writing-on-the-Wall' Deal. (May 2021)

Envestnet now owns Harvest's Technology, Including its Automated Micro-Savings and Digital Account Opening Tools. (April 2021)

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Craig Iskowitz joins Digital Assets TAMP Provider Blockchange Inc. as Strategic Advisor. (April 2021)

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Charlie Scharf Rides Roughshod Over Genteel 'Abbot Downing' Brand, Ditching Stagecoach Era Throwback, Amid Rampant Cost-Cutting to Restore Profits and Bank's Good Name. (March 2021)

Edelman, Other Players on Cusp of Crypto-Related Offerings. (March 2021)

What Advisors Should (and Shouldn't) Learn From Jeff Bezos. (Feb 2021)

The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best Refund Policy. (Jan 2021)

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Xtiva and partner Ezra Group Launch Performance Assessments and new Consulting Services for Wealth Management Firms. (Jan 2021)

2020

Oranj’s Closure: 'Nasty Surprise in a Year of Nasty Surprises' (Nov 2020)

As Schwab Gobbles Up TD Ameritrade, What Should Advisors Do?, Think Advisor (Oct 2020)

Schwab’s Latest Challenge for Advisors (August 2020)

Schwab’s Free Planning Tool Means Advisors Must ‘Think Like Sharks’ (August 2020)

Does Fava’s Exit Signal More Departures From TD Ameritrade?, ThinkAdvisor (July 2020)

Advisor Virtual Resilience Series - Virtual Thought Leadership Panels, Nasdaq.com (July 2020)

When Interactive Brokers sweetened its RIA custody offering in 2019, it worked -- so now it's investing in more sugar (June 2020)

Power Tips: How Financial Advisors can add value for clients, Beyond the Arc (June 2020)

iCapital Network boosts access to alts with acquisition of rival Artivest, InvestmentNews (May 2020)

Can Interactive Brokers’ New Fund Marketplace Lure RIAs? (May 2020) LPL to Roll Out AdvicePay Tool (May 2020)

Stash the robo-advisor with over $300 million in total funding, Efi Pylarinou (May 2020)

13 robo advisors that might Nevins victims of the COVID crisis, Angel List (May 2020)

Excerpts from Webcast: How to Use Tech to Turn Volatility into Stability and Scalability (April 2020)

How to Use Tech to Turn Volatility Into Stability and Scalability, ThinkAdvisor (Mar 2020)

Snappy Kraken Steals Market Share From Digital Content Marketing Competitors, Yahoo! Finance (Mar 2020)

Compliance, clients to drive new tech, Investment Executive (Jan 2020)

2019

IFS Joins A.I. Labs’ Platform to Unify Business Processing Automation Services and Propel Across-the-Tech-Stack Efficiencies, Enterprise Talk (Dec 2019)

Artificial Intelligence, Digital Assets, Enabled Customers and Advisor Platforms are WealthTech Trends to Watch in 2020, Benzinga (Dec 2019)

Orion buys Advizr as competition for financial planning tech heats up, Financial Planning (July 2019)

Highlights From The 2019 In|Vest #FinTech Conference For Financial Advisors, Kitces.com (July 2019)

Three Trends in Next Generation Family Office Technology, Family Wealth Report (Apr 2019)

Wealth Management: Top 100 Influencers, Onalytica (Mar 2019)

Sallie Krawcheck raises fresh $33 million but only after her 'get-your-hand-off-my-leg' venture becomes Schwab RIA with classic fees and minimums and a warrants-for-AUM program, RIABiz (Mar 2019)

Longtime Rivals Form Apprise Labs With Help From Envestnet, WealthManagement.com (Jan 2019 )

2013-2018

LPL Acquires AdvisoryWorld, WealthManagement.com (Dec 2018)

Derek Bruton joins Keith Gregg as Chalice Wealth Partners makes urgent Dynasty-lite bid bolstered by $4.5 million and Aaron Schumm, RIABiz (May 2018)

Dow Jones - Springwise Financial Planning Software, Dow Jones (Jun 2017)

Robo advisers are picking up human advisers for clients, MarketWatch (Jan 2017)

What’s really behind the leadership change at Wealthfront, InvestmentNews (Nov 2016)

4 Reasons Why an ETF is Good for RIAs, Yahoo! Finance (May 2016)

How Advisors Can Use Technology and Service to Fight Fee Compression (Feb 2016)

#HSonAir Podcast: Interview with Craig Iskowitz of the Ezra Group, Hearsay Social (Dec 2015)

FPPad Bits and Bytes for February 22, FP Pad (Feb 2013)