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Proposal Generation

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.

Podcasts

Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel

James Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes

How Risk Tolerance Software Is Disrupting Wealth Management

What is the internal force that pushes people to try and solve a problem that almost no one else realizes is even