Ezra Group and Xtiva Launch Performance Assessments and new Consulting Services for Wealth Management Firms.

Advanced expertise for Xtiva customers to strengthen their data-as-an-asset and organizational performance and transformation capabilities. New York, NY – January 26th, 2021 — Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, and Ezra Group, a leading provider of consulting services to wealth management firms, have announced […]

August 2020 – Newsletter

3 Reasons WealthTech Isn’t Cool_ezra1 Enterprise wealth management technology is a lot like a jigsaw puzzle.  Technology, operating models and strategy all have to fit perfectly to make the picture appear.  And we’ve built our company to help clients put the right pieces together. But 2020 seems to have shaken the box and more firms […]

#ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services

portfolio rebalancing

“Rebalancing isn’t just an automated process to achieve target allocations, it enables customization of client portfolios at scale.” — Ryan Donovan Ryan Donovan joined Orion Advisor Services in 2014 with the goal of empowering advisors in the northeast and furthering Orion’s regional presence. Prior to joining Orion, Ryan had been a Vice President with Citigroup […]

Vestmark Adds Option Trading as Defense Against Robo-Advisors

Vestmark Options Trading

The top five robo-advisors have attracted almost $200 billion in AUM and some projections say that this total could hit trillions in a few years. Wealth management firms are looking for ways to help their advisors differentiate themselves from the now ubiquitous robo solutions. As stated in Cerulli’s 2017 US Advisor Metrics Report, money management services are at […]

99 Takeaways from the Riskalyze Fearless Investing Summit 2018

Riskalyze fearless investing summit

If there is one other thing that Aaron Klein does well, besides building a successful software company, it’s running a conference. Last year’s client conference in Lake Tahoe was a smashing success, so expectations were high for The Riskalyze Fearless Investing Summit 2018 held in San Antonio, TX. We really shouldn’t have been worried at […]

3 Trends Helping UMAs Break Through $1 Trillion in Assets

Have unified managed accounts (UMAs) finally arrived? After almost two decades of hype, UMAs are on the precipice of an amazing feat. This most complex of managed accounts programs is finally going to eclipse $1 trillion in assets. According to data from Cerulli, by the end of Q1 2018 UMA assets reached $986 billion.  This […]

3 Reasons Why Model Marketplaces Are Taking Off

It seems as though every wealthtech vendor and custodian has launched their own model marketplace. It’s gotten to the point where I’m expecting to see model offerings at the drive thru at Dunkin Donuts one day soon.  According to research from Cerulli, 80% of all financial advisors use some type of model portfolios in their […]

Can Retail Model Marketplaces Challenge TAMPs for Assets?

Model Marketplace

This article is the second in our series on the tools and technologies that help connect asset managers to their distribution networks. Whether they are called hubs, exchanges or marketplaces they have a wide variety of functionality and business models and they all share one key feature; ability to transmit managers’ investment models to sponsor […]