Same Words, Different Machines: Why Anthropic and Microsoft Copilot Vocabulary Is Confusing Wealth Firms
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 strong passion for driving transformation in the wealthtech sector and has successfully founded and sold multiple fintech companies. He was most recently CEO of Private Client Resources, a global data […]
Is $4 Billion a Bargain for the Hottest AI Platform in Wealth Management?
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 major expansion into RIA custody. Altruist gives Vanguard a self-clearing brokerage platform, thousands of advisor relationships and a credible alternative to Charles Schwab and Fidelity. Those assets are valuable, but […]
AI Prompt Lab: Seasonal Batch Outreach for RMDs, Tax-Loss Harvesting, and Beneficiary Reviews
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 seen it. Your clients have seen it, three times, from three different institutions. By the time your firm’s version lands, it reads like the fourth reminder of a deadline nobody […]
Your Tech Stack Is Getting a Divorce. Who Gets the CRM?
The most consequential technology decision an advisory firm will make in 2026 is not which AI notetaker to buy. It is whether to build on a legacy platform or an Agentic OS for financial advisors, and whether to make that choice deliberately or have it made by default. This piece is drawn from Section 4 […]
Everything, Everywhere, All Fives at Once: What It Really Takes to Earn a Perfect Integration Score
Every wealth management firm evaluating new technology eventually asks the same question: will this actually work with the rest of our tech stack? The WealthTech Integration Score (WTIS) was built to answer it. Launched by Ezra Group in the summer of 2022, the WTIS rates every application serving RIAs, broker-dealers, and other advisory firms on […]
AI Agents for Advisors: Why the Best Agent Is the One That Knows When to Stop
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 across wealth and asset management. Earlier installments examined Rocky, a virtual chief of staff, the AI governance gap most RIAs are ignoring, and whether Praktikant can automate the advisor inbox. […]
AI Prompt Lab: Quarterly Review Letters That Your Clients Will Actually Read
The quarterly review letter is due Friday. You have forty-two clients on the list. You open a blank document, stare at the performance numbers from your portfolio system, and do what most advisors do: you write the same letter you wrote three months ago, swap the index returns, and change the quarter. It takes two […]
AI Agents for Advisors: Can Praktikant Automate Every Advisor’s Inbox?
The email lands at 9:04 on a Tuesday morning. A client is moving to Florida. Buried in four casual paragraphs: a state-change authorization that needs a signature, an updated property valuation that has to land in the right folder with the right name, a request to get a review meeting on the calendar, and a […]