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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
October 30, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

Greetings from Sin City! I'm here at ADVISE AI at the Wynn Las Vegas. Yesterday, Michael Kitces and Suzanne Siracuse kicked things off with a fireside chat about the state of AI in wealth management.

Kitces said advisors are still figuring out where the tools can be most helpful in their technology stacks, but AI is not fully integrated into most advisors' daily workflows.

"It's not a sidekick buddy for the mainstream advisor," he said.

Where is AI most useful for you? Let me know — robert.burgess@arizent.com.

I hope you'll check out these articles, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
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