News

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. 175: February Wealthtech News

Come on in and sit back relax, you’re listening to Episode 175 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep 170: December WealthTech News

Come on in and sit back relax, you’re listening to Episode 170 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 165: November News Roundup

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

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. 156: August WealthTech News

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

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

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

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