About Us

We deliver innovative solutions and expert advice to technology providers, banks and investment management clients.

Ezra Group, LLC, is a management consulting firm that provides business and technology strategy services to the financial services industry with CEO and Zen Master, Craig Iskowitz.  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.

The WMToday blog and podcast are 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. Wealth Management Today is an information portal that delivers thought-provoking content and spreads good karma throughout the industry.

 

As Seen In:

What is WealthTech?

WMToday Blog

Thought Leadership

The Jedi Masters of Client Experience

In our industry, enterprise tools are archaic and hard to use, so the bar is set very low. There’s tons of opportunities for new entrants that can deliver better advisor experience. — Mike Sha , CEO, SigFig David Canter, Executive VP, Head of the RIASegment, …

wealth management technology

11 Most Excellent WMToday Blog Posts from 2019

Well, the extended family has finally headed home and you’re debating whether to take down the holiday decorations or wait until the neighbors start complaining. It must be the end of another year! It also  means it’s time for our annual top 10 list of …

wealth management technology

Everything You Missed from the InvestWest Conference 2019

There’s something to be said for holding a conference in the Bay Area. It’s much easier for the best and brightest of Silicon Valley to stop by and share a few words of wisdom.  This was the second year of the Invest West Conference and it didn’t …

artificial intelligence wealth management

We’re Running the AI Leg of a Digital Marathon in Wealth Management

If the information revolution were a marathon, then financial services would be in the beginning of the artificial intelligence leg of the race. That is according to a survey by Deloitte on how firms are leveraging AI across their enterprises. I wanted to know how wealth management influencers …