Conference Summaries

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. 181: March WealthTech News

Come on in and sit back relax, you’re listening to Episode 181 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

How BI Can Help Tailor Your Business Results

“Bad data is the fruitcake nobody wants to eat.” — Steve Molis, Salesforce Admin MVP How much revenue does your firm lose every year due