3 Tips for Making Your Investor Portal the Center of Your Digital Client Experience

“You’ve got to start with the customer experience and work backwards to the technology, not the other way round.” ― Steve Jobs, co-Founder and former CEO of Apple As part of our work to help our enterprise wealth management clients get the most benefit from their data assets, Ezra Group has partnered with Xtiva Financial […]

End of Summer Reading List from the Winners Of Wealthtech

“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and left us with only memories of vacations and longer days, I thought this would be an opportune time to share some insights as we all get ready for fall. And […]

Winners of Wealthtech

#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]

charles schwab technology

Charles Schwab’s Crystal Ball Sees Less Technology in the Future for Custodians

“What senses do we lack that we cannot see or hear another world all around us?” ― Frank Herbert, Dune Successful business leaders usually see the world differently from everyone else. They’re visionaries who are able to perceive that the world is changing before most other people and they take action to get ahead of […]

best ria platform

RBC Tries to Jumpstart RIA Custody Business with New Platform

The asset gap between the Big 4 RIA Custodians and the second-tier custodians is as wide as the Grand Canyon. With a combined asset base of over $2.5 trillion, the Big 4 would seem to have nothing to worry about from their small custodian peers. Yet, the many niche RIA custodians don’t seem to be […]