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InsurTech

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.

Financial Planning

Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily

Long-term care is one of the biggest financial risks facing retirees—and one of the least consistently planned for. In this

Artificial Intelligence

Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline

AI isn’t just a buzzword in wealth management—it’s reshaping insurance and annuities. In this episode of WealthTech Today, Craig Iskowitz

#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners

“I know this from my many years at Jefferson National, it was difficult to get the Orions and the BlackDiamonds

InsurTech

Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily

Like this:

Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline

Like this:

#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners

Like this:

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