Navigating The Rough Waves of Data Lakes
Craig Iskowitz
June 6, 2022
“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” ― Jimmy Dean, Country Music Singer
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.
3 Strategies for Wealth Management Firms to Avoid Falling into a Data Swamp
Craig Iskowitz
May 27, 2022
Wealth management firms swim in data. Whether it’s regulatory reporting, AML/KYC or portfolio management, research and analysis, the sheer amount of data becomes unwieldy as
Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference
Craig Iskowitz
May 23, 2022
Hey, come on in. Welcome. Sit back and relax. You’re listening to our May News for the WealthToday podcast. I’m your host Craig Iskowitz, founder
4 Questions Advisors Should Ask About Digital Client Experience
Craig Iskowitz
May 15, 2022
“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.” — Rich Cancro,
4 Benefits of a 360-Degree Client View
Craig Iskowitz
May 9, 2022
“Without data you’re just another person with an opinion.” –- W. Edwards Deming, Statistician, Professor, Author, Lecturer, and Consultant According to a recent report on
Speaking Their Language: Integrating Insurance Data Into Wealth Management Systems
Craig Iskowitz
April 5, 2022
“The world is one big data problem.” – Andrew McAfee, co-director of the MIT Initiative According to a survey by research firm Gartner, “poor data
How Private Banks Can Avoid Shiny Object Syndrome in Their Tech Stack
Craig Iskowitz
November 8, 2021
Being distracted is no way to run a business. And when you jump on every industry trends, you waste time chasing rather than getting things
How to Build an RIA Tech Stack That Gets Results
Craig Iskowitz
October 29, 2021
There’s no right or wrong way to build a tech stack. What matters is whether it helps your business grow or not. We’ve worked with
