Ep. 198: August WealthTech News
Elana Iskowitz
August 21, 2023
Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman
Alternative Investments
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.
Ep. 181: March WealthTech News
Craig Iskowitz
March 24, 2023
Come on in and sit back relax, you’re listening to Episode 181 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 177: Wealth Management Industry Predictions for 2023 with Urs Bolt
Craig Iskowitz
February 17, 2023
Come on in and sit back relax, you’re listening to Episode 177 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra
Ep. 120: Alternatives: the Final Frontier of Investing with Matt Brown, CAIS
Craig Iskowitz
December 13, 2021
“It’s a very competitive world out there right now and alternative investments are stepping in and filling the gap in client portfolios. Advisors are disappointed
