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.
“Some people call this artificial intelligence, but the reality is this technology will enhance humans. So instead we should refer to it as augmented intelligence.”
In the dynamic landscape of modern productivity tools, AI-driven note-taking and transcription services have emerged as game-changers. These innovative solutions not only transcribe spoken words
“The promise of artificial intelligence vastly outweighs the impact it will have on jobs. In the same way that the invention of the airplane negatively
Webinars have become an essential tool for businesses and professionals to connect with their audience in a virtual landscape. When executed effectively, webinars can be
It’s been an exhilarating journey as we mark the one-year anniversary of the launch of Ezra Group WealthTech Integration Scores! Over the past year, our
Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed