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.
EXECUTIVE SUMMARY How embedded is your competitor’s product in the broker-dealer’s infrastructure structure? How does your pricing align with your value proposition? Have you built
“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
“Success is 10% strategy and 90% execution.” — Karl Moore, Professor, Strategy & Organization, McGill University We’ve all heard the old adage that success is