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.

How Advisors Can Avoid Being Buried Alive by Technology

“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

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: