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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. 161: Never Assume You Know the Market with Ryan George, Docupace

Craig Iskowitz October 7, 2022

Come on in and sit back relax, you’re listening to Episode 161 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace

Craig Iskowitz May 20, 2021

“When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise

7 Benefits of a Paperless Office for Advisory Firms

Craig Iskowitz April 8, 2013

This is a summary of a session called Enterprise Content Management in the Cloud (and Elsewhere) from the Tools and Technology Today (T3) Conference that took

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