Ep. 361: Will the Real AI Agents Please Stand Up?
AI agents in wealth management are moving from marketing buzzword to operating reality—but not every tool deserves the label. In this episode, Jean Sullivan and Craig Iskowitz explain how autonomy separates genuine agents from AI assistants, explore Ezra Group’s directory, and examine the pricing, governance, and technology shifts reshaping advisor firms. Six Takeaways About AI […]
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 […]
AI Agents for Advisors: A Basket of AI Recommendations Is Not Advice
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, whether Praktikant can automate the advisor inbox, and […]
Introducing the AI Agents Directory for Financial Advisors
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 has an AI agent. Some vendors offer a single AI-powered workflow, others have an entire collection of specialized agents, and still others use terms like assistants, copilots, playbooks, automations, or […]
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 […]
Fired by Google: How One Maverick AI Engineer Delivered an Integration Wake-Up Call
A seven-year Google engineer named Justin Poehnelt built a small command-line tool in Rust. It let AI agents drive Gmail, Calendar, and Drive through clean, structured JSON instead of a browser session and a pile of click handlers. The lessons it holds for your wealth management tech stack are the reason this story belongs in […]
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 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 […]