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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. 248: July WealthTech News

Come on in, sit back and relax. You’re listening to Episode 248 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast is all about the newest information updates around Wealth Management Technology. This is our July news roundup, We’ve got a lot of stories to cover, so let’s dive right in. At Ezra Group, we’ve seen tech stacks of hundreds of RIAs and let me tell you, most of them are loaded down with tech debt. So you shouldn’t feel too bad about yours. But let’s face it tech debt is

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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.

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