Ep. 203: Engaging Advisors Through AI-Powered Collaboration with Mike Sha, SigFig

Come on in and sit back and relax. You’re listening to Episode 201 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 for this episode is Mike Sha, CEO […]

Augmented Intelligence: The Future of Financial Advisory

“Some people call this artificial intelligence, but the reality is this technology will enhance humans. So instead we should refer to it as augmented intelligence.” —Ginni Rometty, former CEO, IBM The AI revolution is upon us, but the main question is whether AI will augment and empower advisors — or simply replace them? According to […]

September WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group.  This month, four new products were added to the map. Each one was evaluated by our research […]

Unleashing the Power of AI: A Comparative Review of Top Note-Taking and Transcription Services

In the dynamic landscape of modern productivity tools, AI-driven note-taking and transcription services have emerged as game-changers. These innovative solutions not only transcribe spoken words but also offer remarkable features like summarization, note-taking, and integrations with other software.  As a consulting company, our biggest value-added comes from our advice, which is often delivered through face-to-face […]

Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra

Come on in and sit back and relax. You’re listening to Episode 201 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 for this episode is Amit Dogra, President […]

Reaching The Apex of AI Applications for Advisors

“The promise of artificial intelligence vastly outweighs the impact it will have on jobs. In the same way that the invention of the airplane negatively affected the railroad industry, it also opened a much wider door to human progress.” — Paul Allen, Co-Founder of Microsoft According to an Accenture survey, 80% of wealth management firms […]

Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla

Come on in and sit back and relax. You’re listening to Episode 201 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 for this episode is one of the […]

Webinar Success Unveiled: Key Lessons for a Panel, Promotion, and Follow-Up

Webinars have become an essential tool for businesses and professionals to connect with their audience in a virtual landscape. When executed effectively, webinars can be powerful platforms for knowledge-sharing and relationship-building.  In this blog post, we will delve into the key lessons learned on running a successful webinar, covering assembling a good panel, preparation sessions, […]