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WealthTech Today is published by Ezra Group. 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.

4 Questions Advisors Should Ask About Digital Client Experience

“Most RIAs surveyed believe that a digital experience is core to their competitive advantage, but only 30-40% are working on one.”   — Rich Cancro, CEO and founder of AdvisorEngine  A recent study sponsored by Franklin Templeton found that 60% of RIAs strongly agree that Gen-X and Millennial clients will expect advisors to provide digital technology for communicating and making investment decisions. Why this number isn’t 100% is beyond me, but AdvisorEngine is building out their digital offering to be ready when the other 40% of RIAs realize that they need an all digital channel. Since their acquisition by Franklin

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Wealth Tech Today is published by Ezra Group. 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.

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Our collection of webinars feature industry leaders and professionals from several top Data and Wealth Management firms. Our panelists review the latest methods and strategies firms are using to improve and influence the #wealthtech and wealth management communities. Powered by Ezra Group, these webinars cover a breadth of topics including technology, operations, and strategy for wealth management professionals. Ezra Group brings more than 15 years of experience to its work with broker-dealers, banks, asset managers, and technology vendors.

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