Financial Planning
 
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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
August 21, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

Agentic artificial intelligence, which is designed to take actions and make decisions autonomously, was the focus of our recent AI Virtual Summit.

A pair of panel discussions, one hosted by Editor-in-Chief Brian Wallheimer and another hosted by this reporter, focused on how advisors can use the technology to deepen client engagement and build a better tech stack.

Have you had any experience with agentic AI? Let me know — robert.burgess@arizent.com.

I hope you'll check out the 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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