Annuities Archives -

Annuities

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. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx

Craig Iskowitz October 28, 2021

“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets, that are career insurance producers, and they all want

Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne

Elana Iskowitz October 21, 2021

“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against

Get the Latest in Wealth Tech News and Analysis

Enter your email to get Wealth Tech Today, our weekly newsletter filled
with the latest on fintech solutions delivered to your inbox.

Who We Serve

WealthTech Today

SUPPORT

CONTACT INFORMATION

%d bloggers like this:

Annuities

Ep. 116: Digitizing Delivery of Annuities for Broker-Dealers with Rich Romano, FIDx

Like this:

Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne

Like this:

Get the Latest in Wealth Tech News and Analysis