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.
“Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives
If the information revolution were a marathon, then financial services would be in the beginning of the artificial intelligence leg of the race. That is according to
Financial services firms are dealing with a crisis of consumer confidence that threatens to drive customers into the arms of non-bank providers. This is according
A presentation by Iqram Magdon-Ismail, Co-Founder, Venmo at the recent Digital Banking Conference was like a breath of fresh air after so many prepared speeches
If you couldn’t make it to beautiful Austin, TX for American Banker’s Digital Banking Conference 2018, you’re in luck! We prepared a quick summary from