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Winners of Wealthtech

Wealth Management Today is published by Ezra Group, a management consulting firm. 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. Check back every week for new content and sign up here to get the latest in your inbox.

Winners of WealthTech: Brian McLaughlin

  We have reached a milestone! This is the tenth interview in our Winners of WealthTech series, where I speak people who have made their

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