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Ezra Group Announces WealthTech Integration Score

/PRNewswire/ Ezra Group, LLC (Ezra Group), a boutique strategy consulting and research firm that provides technology and strategy advice to the wealth.

Craig iskowitzDori thomasEzra groupEzra group wealthtech integration scoreImpact communications incNew industry metricMeasuring connectivityDrive better decisionsWealth management firmsKitces advisortech mapIntegration scoreWealthtech integration score

What the Wealthfront deal means for Betterment

Betterment may now have a significant bullseye on its back from potential buyers after the $1.4 billion megadeal for Wealthfront.

Alois pirkerCraig iskowitzScott smithThomas masonDanielle shechtmanJon steinFinancial industry regulatory authority incMorgan stanleyEzra groupMakara incViacom media networksUs bancorpWealthfront incCitigroup incWall streetFinancial industry regulatory authority

Vanguard should spend more on tech, analysts say

Clients may forget the tech problems from the end of 2021, but the government may not.

New yorkUnited statesNew jerseyEast brunswickSan franciscoTim buckleyCraig iskowitzDoug fritzMitch avnetTim welshGary genslerIdan wienerMerrill lynchEzra groupCharles schwabAdviser investments

Inside iCapital s $497 million in fresh funding

Alternative investment provider iCapital increased assets on the platform to $104 billion last year and landed significant new funding.

New yorkUnited statesCraig iskowitzLawrence calcanoEzra groupCapital network incUnited parcel service incFedex corpNew york city basedAxio financialCapital networkWilliam troutFinancial crisisWild west

Keep the focus on clients, not profits, with your tech stack

Advisers should offer exciting technology tools in their tech stack, while also emotionally connecting with clients, according to experts.

Craig iskowitzJay coulterDerek notmanEzra groupRobinhood markets incAdvicetech livePenny philipsJourney strategicResilient advisorRobinhood marketsகிரேக் இஸ்கோவித்ஜ்ஜெய் கூல்டர்எஸ்ரா குழுராபின் ஹூட் சந்தைகள் இன்க்ராபின் ஹூட் சந்தைகள்

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