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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 184: May WealthTech News

Elana Iskowitz May 15, 2023

Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

Ep. 181: March WealthTech News

Craig Iskowitz March 24, 2023

Come on in and sit back relax, you’re listening to Episode 181 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra

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