WealthTech Today
Wealth Management Today is brought to you by Ezra Group, a consulting firm specializing in management. This platform offers a range of resources, including articles, podcasts, and tech insights tailored for professionals in wealth, asset, and investment management. You'll discover content covering portfolio management, financial planning, technology trends, and industry analysis. Make sure to visit us weekly for fresh updates, and subscribe here to receive the latest information directly in your inbox.
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Articles
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1 week ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSIn this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur.
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2 weeks ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSFinancial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore the AI productivity tools that are helping them reclaim hours from their day. From email automation to smart scheduling, these busy CEOs reveal practical tools that any financial professional can implement immediately.
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2 weeks ago |
wealthtechtoday.com | Craig Iskowitz
EXECUTIVE SUMMARYMeeting notes have always been a necessary evil in wealth management — tedious to capture, risky to overlook, and painful to systematize.
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3 weeks ago |
wealthtechtoday.com | Craig Iskowitz
EXECUTIVE SUMMARYWith wealth firms under pressure to scale personalized advice, Envestnet Elevate 2025 offered a window into how one of the industry’s biggest players is retooling its platform to meet that demand. From AI-guided insights and tax-aware UMAs to enterprise-grade integrations and annuity digitization, the conference spotlighted Envestnet’s ambition to become the operating system of wealth management.
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3 weeks ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
EXECUTIVE SUMMARYWhen Morningstar announced it was sunsetting its Office platform, it caught many RIAs off guard—especially those who had stuck with the system despite its outdated interface and lagging innovation. Now, firms are being forced to confront one of the most painful (and often delayed) projects in the wealth management business: migrating to a new portfolio management system.
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