WEALTHTECH TODAY
BLOGS & PODCASTS

WealthTech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.

Ep. 154: Embracing External Trends in the TAMP Space with Daniel Needham, Morningstar

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in and sit back and relax, listen to episode 154 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast features interviews, news, and analysis on the trends and best practices around wealth management technology. Our topic for this month is TAMPs, turnkey asset management platforms. We chose this topic because the TAMP market is one of Ezra Group’s core areas of expertise. We conduct

Learn More

Podcast

Listen To Wealthtech Today

Wealth Tech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.

Videos

Watch Interviews
With Leaders In
Wealth Tech

View Our On Demand Webinars

The Last Mile: Data
Powered Wealth
Management CX

Our collection of webinars feature industry leaders and professionals from several top Data and Wealth Management firms. Our panelists review the latest methods and strategies firms are using to improve and influence the #wealthtech and wealth management communities. Powered by Ezra Group, these webinars cover a breadth of topics including technology, operations, and strategy for wealth management professionals. Ezra Group brings more than 15 years of experience to its work with broker-dealers, banks, asset managers, and technology vendors.

Like this:

Like Loading...
%d bloggers like this: