Asset Management

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. 241: May Wealthtech News

Come on in. Sit back and relax. You’re listening to episode 241 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

April WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched in August 2022, we have been steadily updating our database of vendors and products as they are added,

Ep. 232: March WealthTech News

Come on in. Sit back and relax. You’re listening to episode 232 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 228: February Wealthtech News

Come on in. Sit back and relax. You’re listening to episode 228 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 218: January News Roundup

Come on in and sit back and relax. You’re listening to Episode 218 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of