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Newsletters

Wealth Management Today - June 2011
Summary of the MMI 2011 Annual Conference

Summary of FRA's 8th Annual Managed Accounts Solutions Summit

Wealth Management Today - March 2010
Excerpts from MMI Tech & Ops, plus news, analysis and opinions
Wealth Management Today - Retirement Conference
Summary of FRC's 5th Annual Retirement Conference from Boston, MA
Wealth Management Monitor - MMI Annual Conference
Summary of the MMI 2009 Annual Conference
Wealth Management Today - FRA Tech & Ops
A recap of the FRA’s 8th Annual Managed Accounts Tech & Ops Summit in Miami, FL

WM Today - managed solutions technology, products and platforms

JP Morgan Doubles UMA Biz in '10, by Tom Stabile, Fundfire, March 2011

Advisors Urged to Boost Online Outreach, by: Tom Stabile, Fundfire, June 2009

Ezra Group
9 Van Wickle Rd., Suite 4
East Brunswick, NJ 08816

(732) 257-5735
FAX (732) 518-3200
craig@ezragroup.net