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. 141: The Anatomy of 401(k) Trading with Dave Goldman, Pontera
Come on in, sit back and relax, you’re listening to episode 141 of the WealthTech 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. Our theme for this month is startups, we have […]
