November WealthTech Integration Score Update
Since the WealthTech Integration Scores were launched August 2022, 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, eight new products were added to the map. Each one was evaluated by our research […]
The New Table Stakes: Enterprise LLMs in Wealth Management
AI remains top of mind for many wealth management industry leaders, and the sector shows no signs of slowing down This year, we’ve reached a tipping-point for generative AI, where it’s finally become accurate, useful, and accessible enough to be deployed across the wealth management industries. Oliver Wyman predicts that generative AI will be able […]
October 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, five new products were added to the map. Each one was evaluated by our research […]
Ep. 204: October WealthTech News
Come on in and sit back and relax. You’re listening to Episode 204 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. Welcome to our October monthly news review. I […]
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 […]
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 […]
