About the Author
Craig Iskowitz
Chief Executive, Ezra Group(at time of writing)

Craig is the CEO at Ezra Group, LLC, a management consulting firm that provides business and technology strategy services to the financial services industry. The firm works with broker-dealers, banks, asset managers, RIA's and technology vendors to share our deep knowledge and experience in wealth management products and services.

Articles Published
When it comes to multifamily offices, single family offices, and ultra-high net worth divisions of large wealth management organizations they tend to be torn between two questions: "Should we innovate?" ... When ...
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