The post Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t appeared first on and was written by Elana Iskowitz.

Come on in, sit back and relax. You’re listening to Episode 256 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest on this episode is Dr. Dan Rosen, CEO […]

The post Ep. 256: Gaining A Competitive Edge: Institutional-Grade Analytics in Wealth Management with Dan Rosen, d1g1t appeared first on and was written by Elana Iskowitz.