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

Join the WMToday Community

Enter your name and email address to receive our monthly newsletter, WMToday, featuring the latest technology and strategy advice for wealth management professionals

We respect your privacy. We will never sell, share, or rent your information.
%d bloggers like this: