CO-AUTHOR: BOB MILLER EXECUTIVE IN RESIDENCE Bob Miller is a seasoned fintech entrepreneur with over 30 years of experience building innovative companies. He has a
Mercer surveyed 131 asset managers globally in February 2026 and found that 55% have integrated AI into at least one of their strategy’s investment processes.
Vanguard’s acquisition of Altruist has been framed as a custody deal. Hazel may be the more important asset. Vanguard’s agreement to acquire Altruist is a
Every useful technology eventually reaches a moment when its own safety feature starts slowing it down, and that tension is exactly what’s now shaping AI
The renewal quote arrived with a number that didn’t square with last year’s, even though nothing on your end had changed. Same advisor headcount, same
This is the latest entry in our ongoing AI Agents for Advisors series, which looks at how agentic AI is actually being built and deployed
Every December, the same email goes out from every RMD custodian: distribution deadline, penalty for missing it, a form to sign. Your compliance team has
If you’ve attended a wealth management conference this year, talked with software vendors, or opened your inbox recently, you’ve probably noticed one thing: everyone suddenly
SEARCH
ABOUT ME
The Wealth Tech Today blog is published by Craig Iskowitz, founder and CEO of Ezra Group, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding #fintech space. He can be reached at craig@ezragroupllc.com
SUBSCRIBE TO OUR NEWSLETTER VIA EMAIL
TOP 5 POSTS
@CRAIGISKOWITZ
CATEGORIES
TAG CLOUD
ARCHIVES
