Wealth Management Today is published by Ezra Group, a management consulting firm. 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. Check back every week for new content and sign up here to get the latest in your inbox.
Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology.
He is the CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms.
Out of the Box Thinking
- Unified Managed Accounts (UMA) Unified Managed Household (UMH) program implementation or improvement
- Wealth management platform selection, improvement or optimization
- Becoming a UMA model provider or improving model operations, distribution, or sales
- Vendor evaluation for: CRM, Financial Planning, Proposal, Portfolio Construction, Portfolio Rebalancing, Advisor Trading Tools, Performance Reporting, or Billing
- Thought leadership content creation, white paper development, case studies, blogging
Contact Ezra Group at firstname.lastname@example.org