About Us

Wealth Management Today is an information portal that delivers thought-provoking content and spreads good karma throughout the industry. WMToday is written and published by Craig Iskowitz, a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and the wealth management.

Craig is the CEO and Zen Master at Ezra Group, LLC, a management consulting firm that provides business and technology strategy services to the financial services industry.  We work with broker-dealers, banks, asset managers, RIA’s and technology vendors to share our deep knowledge and experience in wealth management products and services.

Out of the Box Thinking

Contact Ezra Group if you are contemplating any of the following projects:Think Outside the Box

  • Unified Managed Accounts (UMA) \ Unified Managed Household (UMH) program implementation or improvement
  • Wealth management platform selection, improvement or optimization
  • Becoming a UMA model provider or improving model operations, distribution, or sales
  • Vendor evaluation for: CRM, Financial Planning, Proposal, Portfolio Construction, Portfolio Rebalancing, Advisor Trading Tools, Performance Reporting, or Billing
  • Thought leadership content creation, white paper development, case studies, blogging

Contact Ezra Group at craig@ezragroupllc.com.