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 […]

Ep. 198: August WealthTech News

Welcome to our monthly news review for August. I’ve got a lot of stories to cover, including our AI roundup, news on alternative investments, Goldman Sachs making headlines for all the wrong reasons, plus our regular updates on the WealthTech integration scores, and the Kitces-Ezra Group advisor tech map, but before I start, let me […]

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

It’s been an exhilarating journey as we mark the one-year anniversary of the launch of Ezra Group WealthTech Integration Scores! Over the past year, our innovative research platform has reshaped the landscape of wealth management technology, empowering professionals to make more informed decisions and driving increased transparency of integration capabilities. As we celebrate this milestone, […]

Ep. 165: November News Roundup

Come on in, sit back and relax and listen to episode 165 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 around wealth. Management Technology. This episode is our news roundup, where I go through […]

Ep. 104: July Wealthtech News Roundup

Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset managers, and wealthtech vendors make better business and technology decisions. This podcast features interviews, news, and analysis on the trends and best practices all around the wealth management technology industry. […]