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
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. 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
