Where Are All the Men?

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. Only 1 in 5 C-Suite executives in asset management are women, despite the fact that there are similar numbers of men and women in entry-level positions. This leaky pipeline up […]

Running Up the Score: How Predictive Analytics Gives You an Advantage Over Your Competitors

“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 Bay Packers There’s an old saying in American football, “Offense wins games, but defense wins championships.”  Every team in the National Football League (NFL) has an assistant coach called the […]

Ep. 172: Top 10 Most Downloaded Episodes of 2022 – Part 2

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 of Ezra Group Consulting.  The content of this podcast is designed to share thought-provoking industry analysis, best practices, in-depth discussions, and lively conversations all around wealth management technology. This is […]

Cooking Up a Storm: How The Right Data Ingredients Lead to Next Best Actions for Your Advisors  

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 able to develop a competitive edge via data analytics capabilities that enable executives to gain unique insights into trends and customer behavior.  But companies cannot benefit from these capabilities without […]

Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map

Come on in and sit back relax, you’re listening to Episode 169 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. Before we get into the interview, if you are […]

November by the Numbers: An Update on the Ezra Group WealthTech Integration Score

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 products.  If you are a vendor and have questions about why your score changed, or what’s happening in your category, please refer to the list of resources at the bottom […]

Can You Control The Rings of Financial Empowerment?

“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 her.” — Led Zeppelin, Ramble On As a big fan of The Lord of the Rings, I always thought it was cool that Robert Plant wrote these lines into one […]

Ep. 162: One Size Shoe Doesn’t Fit Every Integration with Trent Mumma, Orion Advisor Tech

Come on in and sit back relax, you’re listening to Episode 162 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. Our topic this month is leaders in integration I […]