Expert Insights: Should a Wealth Firm Buy Technology or Build In-House?

Craig Iskowitz, Founder and CEO at Ezra Group, LLC is a business and technology strategy consultant who is a recognized expert on wealth management technology.
Craig founded Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms.
Should wealth firms buy technology or build-in house? This is how Craig would advise firms who are looking at the emerging regulatory changes in the industry - i.e., Marketing Rule, Regulation Best Interest, PTE 2020-02.