
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.
Come on in and sit back relax, you’re listening to Episode 186 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 all around Wealth Management Technology. My guest for this episode is Reese Harper, CEO of Elements, a provider of advice engagement software. Reese started his career as a financial advisor at Northwest Mutual. Then he launched his own advisory practice called Dentist Advisors, which was an RIA that worked with, you guessed it, dentists, which is kind of funny
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.
Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update where we share application adds/deletes and category changes that may affect the ranking of wealthtech
There are no gardening mistakes, only experiments. — Janet Kilburn Philips New digital solutions have harbored a financial advice boom, flooding the market with previously
Congratulations, signing a tier 1 enterprise client (an elephant) is huge! You should all spend some time high-fiving one another and sharing a glass of
Come on in and sit back relax, you’re listening to Episode 185 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Welcome to the Ezra Group Wealthtech Integration Score™ Monthly Update where we share application adds/deletes and category changes that may affect the ranking of wealthtech
There are no gardening mistakes, only experiments. — Janet Kilburn Philips New digital solutions have harbored a financial advice boom, flooding the market with previously
Come on in and sit back relax, you’re listening to Episode 186 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 185 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 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Come on in and sit back relax, you’re listening to Episode 185 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 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Come on in and sit back relax, you’re listening to Episode 183 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
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.
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
“Twas in the darkest depths of Mordor, I met a girl so fair. But Gollum, and the evil one crept up and slipped away with
“Bad data is the fruitcake nobody wants to eat.” — Steve Molis, Salesforce Admin MVP How much revenue does your firm lose every year due
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
“Twas in the darkest depths of Mordor, I met a girl so fair. But Gollum, and the evil one crept up and slipped away with
“Bad data is the fruitcake nobody wants to eat.” — Steve Molis, Salesforce Admin MVP How much revenue does your firm lose every year due
Come on in and sit back relax, you’re listening to Episode 186 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 185 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 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
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.