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.
What differentiates us from is our ability to blend primary and secondary research with strategic analysis, bridging the gap between traditional competitive intelligence firms and Big 5 consulting firms. Our combination of exceptional research and strategic analysis is viewed by our clients as a key differentiator.
Our goal is to provide research-based insights that support our clients’ decision-making process.
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