The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz.

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 […]

The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz.