
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.
“One machine can do the work of fifty ordinary men. No machine can do the work of one extraordinary man.” — Elbert Hubbard As a wealthtech consultant, I’ve heard my share of clients complaining about their tech stack. But lately, the complaints are shifting from the usual ones about clunky user interfaces, poor service and buggy code, to more about having too many choices when looking for new software. The Kitces/Ezra Group Advisortech Map currently counts over 400 applications fighting each other to grab advisors’ attention and subscription fees– but is that helping the industry and giving advisors more
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
More women than ever are joining the financial services industry in 2022, yet they are struggling to progress up to higher levels in the industry.
“Football is like life. It requires perseverance, self-denial, hard work, sacrifice, dedication, and respect for authority.” — Vince Lombardi, former head coach of the Green
A wealth management firm’s data assets can be the missing ingredient that helps them to reach their business goals. The most well-run companies have been
Come on in and sit back relax, you’re listening to Episode 174 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Come on in and sit back relax, you’re listening to Episode 173 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
More women than ever are joining the financial services industry in 2022, yet they are struggling to progress up to higher levels in the industry.
Come on in and sit back relax, you’re listening to Episode 173 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Come on in, sit back and relax. You’re listening to episode 172 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
Come on in, sit back and relax. You’re listening to episode 171 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
Come on in and sit back relax, you’re listening to Episode 173 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Come on in, sit back and relax. You’re listening to episode 172 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
Come on in, sit back and relax. You’re listening to episode 171 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
The world produces an incredible amount of data. Research firm IDC estimates that approximately 97 zettabytes – that’s one billion billion bytes – of data
“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” ― Jimmy Dean, Country Music Singer
Wealth management firms swim in data. Whether it’s regulatory reporting, AML/KYC or portfolio management, research and analysis, the sheer amount of data becomes unwieldy as
The world produces an incredible amount of data. Research firm IDC estimates that approximately 97 zettabytes – that’s one billion billion bytes – of data
“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” ― Jimmy Dean, Country Music Singer
Wealth management firms swim in data. Whether it’s regulatory reporting, AML/KYC or portfolio management, research and analysis, the sheer amount of data becomes unwieldy as
Come on in and sit back relax, you’re listening to Episode 174 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Come on in and sit back relax, you’re listening to Episode 173 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Come on in, sit back and relax. You’re listening to episode 172 of the WealthTech Today podcast and I’m your host, Craig Iskowitz, the founder
Podcast
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.
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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.