How I Built My RIA Tech Stack, with Derek Notman
Derek Notman October 26, 2022
Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual. But in
Software Review
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.
Rogue 4-0 One: Can Robo-Platform Vestwell Help Advisors Defeat The Retirement Deathstar?
Craig Iskowitz December 18, 2016
A long time ago in a galaxy far, far away… It was thought that when 401(k) plans were introduced to the universe, they would be a
5 Ways Grapevine6 Can Jumpstart Advisors’ Social Media Marketing
Craig Iskowitz July 4, 2016
Maintaining engagement with clients and prospects has always been a costly and time-consuming, yet critical task for financial advisors. Social media has provided a free communications channel, but
TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal
Craig Iskowitz June 13, 2016
While stand-alone robo-advisor assets have flatlined, deep pocketed players are still circling, hoping to land a bargain and jump start their digital strategy. Firms are pitching themselves
3 Strategies for Digital Client Engagement With Vestorly
Craig Iskowitz May 31, 2016
Once upon a time, creating client engagement online took a lot of time and effort. Advisors labored to create original content, or scoured the Internet for
Figlo Swings for the Fences Against Financial Planning Software Heavyweights
Craig Iskowitz December 6, 2015
Earlier this year, we held a financial planning software throwdown here at Wealth Management Today between eMoney Advisor and MoneyGuidePro—two of the most popular financial planning
6 Ways that Socialware Can Save Advisors from Social Media Failure
Craig Iskowitz November 18, 2015
Social media can be much like the Wild West. It appears to be a land of opportunity for advisors who want to prospect and post their
Jemstep Advisor Pro Helps Convert Robo Prospects into Clients
Craig Iskowitz September 21, 2015
While some robo-advisor firms are making news by being acquired or spending their VC dollars on flashy marketing campaigns, some companies prefer to stay low-key
