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.

Introducing the Ezra Group WealthTech Integration Score

30% of advisors cite managing technology as their firm’s primary challenge. Cerulli Associates, U.S. Advisor Metrics 2021: Client Acquisition in the Digital Age Managing technology

Ep. 156: August WealthTech News

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.

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