Blog Posts

Wealth Management 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. 

4 Tips to Detox, Cleanse and Validate Your Data

In the relentless pursuit to provide better services and simultaneously better understand their customers, wealth management firms are splurging on data. 78% of companies said

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ABOUT ME

The Wealth Tech Today blog is published by Craig Iskowitz, founder and CEO of Ezra Group, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding #fintech space. He can be reached at craig@ezragroupllc.com

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