Podcast Conversation: How roboadvisors, B2C fintechs, and high tech giants are causing deep shifts in wealth management

Hi Fintech Architects,

Welcome back to the Fintech Blueprint podcast series! This week, we are syndicating a deep conversation across roboadvice, high tech and payments, and fintech bundling that we had with Craig Iskowitz of Ezra Group Consulting.

Check out Ezra Group Consulting here to learn more about digital wealth and Craig’s consulting practice. He is one of the sharpest software consultants in the RIA space, and his firm works with wealth management firms and fintech vendors to provide technology strategy and market research.

We had a lot of fun in this conversation and cover TD & Schwab, Wealthsimple, M1 Finance, Ant & Tencent, and Robinhood, among others. The full transcript is provided along with the recording — worth a read for the illustrations alone.

Hope you enjoy, and do not hesitate to reach out here!

This episode is for paying subscribers