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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. 
wealthtech trends

Q&A: WealthTech at the 2020 Crossroads

Talking to a lot of thought leaders in the wealth management industry, most seem to be in a state of evolution, searching for new ideas

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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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