Videos
The Wealth Management Today channel features interviews and information for the #wealthtech and wealth management communities. Powered by Ezra Group, this channel covers a breadth of topics including technology, operations, and strategy for wealth management professionals.
Ezra Group brings more than 15 years of experience to its work with broker-dealers, banks, asset managers, and technology vendors.
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A Primer for Financial Advisors on Non-Fungible Tokens, with Lex Sokolin
How Will Money in Motion Work Going Forward? With Lex Sokolin
What Financial Advisors Need to Know About Digital Wallets, with Lex Sokolin
Money in Motion Is A Huge Opportunity for Financial Advisors, with Lex Sokolin
How AI-Based Life Event Prediction Helps Advisors Improve Their Financial Planning, with Robert Kirk
Finding a $20 Million Premium Gap Using AI-Based Life Event Predictions, with Robert Kirk
How Insurance Companies Can Leverage AI to Build Empirically Defensible Data Sets, with Robert Kirk
Understanding the Meaning of Your Data Can Reduce Client Flight Risk
Prioritizing Client Needs Over Internal Bureaucracy
How Client Personas Can Deliver Sales Opportunities to Advisors
Break Data Out of Silos to Improve Client Experience
Expanding into the RIA Space, with Tricia Rothschild
Apex Going Public Through a SPAC, with Tricia Rothschild
Career Before Apex, with Tricia Rothschild
Altruist's Contrarian Hiring Strategy, with Jason Wenk
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