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
- 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 firstname.lastname@example.org