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. 

Ep. 101: June WealthTech News Roundup

Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset

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