Not Every AI Tool Is a Real Agent | Jean Sullivan, Ezra Group

AI agents in wealth management are moving from buzzword to operating reality, but not every tool deserves the label. Jean Sullivan breaks down autonomy vs assistants, Ezra Group’s directory, and what pricing and governance mean for RIAs. Full episode & show notes: https://wealthtechtoday.com/2026/09/0... In this WealthTech Today conversation, Jean Sullivan (Head of Research, Ezra Group) talks with Craig Iskowitz about genuine AI agents vs assistants, autonomy, Ezra Group AI Agents for Advisors directory, pricing, governance, and technology shifts reshaping advisor firms. Chapters 00:00 Intro Guest Jean Sullivan — Head of Research, Ezra Group https://ezragroup.com Listen / read Episode 361 on WealthTech Today #WealthTech #RIA #FinTech #AIAgents #AgenticOS #WealthTechToday