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, […]