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: RSSArnulf Hsu, founder and CEO of GReminders, talks about how their AI-powered meeting management platform is transforming workflows for financial advisors with host Craig Iskowitz. GReminders has seen remarkable growth, expanding to serve over 2,000 advisors and 450 RIAs by focusing on the entire meeting lifecycle rather than just individual components like scheduling or note-taking.
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2 weeks ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSRafael Loureiro, CEO and co-founder of Wealth.com shares how a frustrating personal experience with estate planning led him to create a company that secured $30 million in Series A funding from Google Ventures.
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2 weeks ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSJames Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes how technology can enable a personalized approach to proposals which builds stronger client relationships. CapIntel is approaching 20,000 advisors globally with strong business growth metrics.
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3 weeks ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSAlternative investments have traditionally been difficult to scale due to fragmented processes and limited infrastructure. In this episode, iCapital CEO Lawrence Calcano shares how their platform is tackling these challenges head-on—using automation technology to connect the entire alternative investment ecosystem. The result?
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3 weeks ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
The intersection of AI and human expertise in wealth management isn’t a battle—it’s a partnership. While the media loves to speculate about AI replacing financial advisors, the reality is far more nuanced. At the Future Proof Citywide 2025 Conference in Miami Beach, industry leaders gathered for a panel titled, The Future of Advice: Blending Human Expertise with Digital Innovation.
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