June by the Numbers: An Update on the Ezra Group WealthTech Integration Score

Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group.  This month, six new products were added to the map. Each one was evaluated by our research […]

Ep 184: May WealthTech News

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 Group Consulting, and this podcast features, interviews, news and analysis on the trends and best practices all around wealth management technology. And this is our main news roundup, and there’s […]

How Predictive Health Data Drives Personalization in Financial Planning

“To me, the future is personalization.” — Marissa Mayer, former CEO, Yahoo! There are many uses of the word “personalization” being thrown around and many of them conflict with each other and don’t really make sense in the context of how RIAs and enterprise wealth management firms operate. There was a time when just seeing […]