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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. 165: November News Roundup

Craig Iskowitz November 5, 2022

Come on in, sit back and relax and listen to episode 165 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 160: September WealthTech News Roundup

Elana Iskowitz September 30, 2022

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.

Ep. 151: July WealthTech News

Craig Iskowitz July 25, 2022

Companies Mentioned Adelia Risk [29:45] Advisor360 [27:10] AdvisorCash [32:50] AdvisorGroup [22:05] AdvisorStream [9:45] American Century 24:40 Beacon Point [19:25] Bento Engine [06:40] Broadridge [09:45] Carson

Ep. 147: June News Roundup

Craig Iskowitz June 21, 2022

Companies Mentioned Adhesion Wealth [02:30] Asset-Map [29:30] AssetMark [02:30] Brinker [11:00] CogniCore [21:10] Envestnet [04:05] First Ascent [10:45] FPalpha [29:30] fpPathfinder [29:30] Lumiant [27:37] Morningstar