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wealthtech trends

#ItzOnWealthTech Ep 37: Superior Views of Industry Data with Jean Sullivan

"We've developed methodologies that provide our clients with views on industry data that don't currently exist." — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience. She began her career with Cerulli Associates, then went on to launch her own firm, Dover Financial Research.  She patterned with …

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Stranger Things Are Happening to Financial Planning Software

Financial planning software is dead. Long live financial planning software! Everyone knows if you want to create financial plans you need a financial planning application and if you want to open accounts, trade and run compliance you need a wealth management application. That's the way it's always been. These two previously separate systems have recently begun …

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