Wealth tech & AI · Podcast

Ep. 361: Will the Real AI Agents Please Stand Up?

Advisors are being shown a growing number of tools labelled as AI agents, and the episode offers a way to separate agent claims from assistant functionality. It also ties that distinction to pricing and governance questions inside advisory firms.

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Summary

By the wealth tech & ai desk

An episode of the WealthTech Today podcast in which Jean Sullivan and Craig Iskowitz discuss how AI agents in wealth management are moving from marketing language into operating reality. They argue that autonomy is what separates genuine agents from AI assistants, look at Ezra Group's directory of agents, and examine pricing, governance and technology shifts affecting advisor firms.

The hosts say AI agents in wealth management are moving from buzzword to operating reality, but not every tool deserves the label.
Autonomy is presented as the dividing line between genuine agents and AI assistants.
The episode explores Ezra Group's directory of AI agents.
Pricing, governance and technology shifts reshaping advisor firms are discussed.

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