It’s Alive!: Unleashing the Power of AI in Wealth Management

The story of Frankenstein, written by Mary Shelley in 1818, is a cornerstone literary work that contemplates humanity’s relationship with a form of sentient technology.  The book’s relevance has only increased over the past 200 years as the relationship between humans and technology has become more intertwined.  This relationship is also the core of one […]

June by the Numbers: An Update on the Ezra Group WealthTech Integration Score

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, six new products were added to the map. Each one was evaluated by our research […]