WMTODAY BLOGS & PODCASTS

Wealth Management 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. 
wealthtech trends

Q&A: WealthTech at the 2020 Crossroads

Talking to a lot of thought leaders in the wealth management industry, most seem to be in a state of evolution, searching for new ideas

7 Tips for Selling Software to Broker-Dealers

EXECUTIVE SUMMARY How embedded is your competitor’s product in the broker-dealer’s infrastructure structure?  How does your pricing align with your value proposition?  Have you built

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