AI Unplugged: Are You Ready To Welcome The New AI Generation?

“AI is the new electricity.” — Andrew Ng, co-founder of Coursera and artificial intelligence pioneer Picture this: your financial advisor, supercharged with AI smarts. That’s exactly what was on the table at the MarketCounsel Summit 2023, where big names in advisor technology gathered to spill the tea on AI’s future role in wealth management. We’re […]

Ep. 215: The Chicken and the Egg Problem with Alts by Eric Satz, Alto IRA

Come on in and sit back and relax. You’re listening to Episode 215 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 Eric Satz, founder […]

December 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, seven new products, one new category, and two category changes were added to the map. […]

Ep. 214: Implementing Tax-Smart Portfolios at Scale with Sachin Shah, 55IP

Come on in and sit back and relax. You’re listening to Episode 213 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 Sachin Shah, COO […]

Ep. 213: The Merger of Wellness & Wealth with Rob Rickey, StraightLine

Come on in and sit back and relax. You’re listening to Episode 213 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 Rob Rickey, Chief […]

Ep. 212: Navigating Private Markets with Marcus New, InvestX

Come on in and sit back and relax. You’re listening to Episode 212 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 Marcus New, the […]

Text and Chat: How AI is Reshaping Client-Advisor Communications

“Any sufficiently advanced technology is indistinguishable from magic.” — Arthur C. Clarke This rings especially true in the rapidly evolving landscape of financial advisor technology. Over the next five years, significant changes are expected: streamlined systems, the impactful role of generative AI, and the evolving advisor-client relationship. Recent findings from PwC’s 2023 Global Asset and […]