WealthTech Today

<p>The post <a href="https://wealthtechtoday.com/2026/04/11/ep-336-building-the-private-bank-for-the-independent-advisor-with-max-lane-flourish/">Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Meet Our Guest This episode features a deep dive into the evolution of the independent RIA tech stack and the emergence of “private banking” services for the fiduciary space. Max Lane — CEO of Flourish. Max is a strategic leader at the helm of a platform dedicated to expanding the financial capabilities of independent RIAs. […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/04/11/ep-336-building-the-private-bank-for-the-independent-advisor-with-max-lane-flourish/">Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/04/03/ep-335-building-the-digital-desktop-for-ultra-high-net-worth-families-with-jack-ginter-callan-family-office/">Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Meet Our Guest This episode features an in-depth conversation on the intersection of institutional-grade research and boutique service within the ultra-high-net-worth (UHNW) sector. Jack Ginter — CEO of Callan Family Office. Jack is a seasoned leader who co-founded Callan Family Office to provide sophisticated oversight and an integrated wealth management approach for complex, multi-generational families. […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/04/03/ep-335-building-the-digital-desktop-for-ultra-high-net-worth-families-with-jack-ginter-callan-family-office/">Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/03/26/ep-334-march-news/">Ep. 334: March WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Welcome to the March 2026 edition of the WealthTech Today news roundup. From massive Series B funding rounds to the “Great Bifurcation” of AI tools, the industry is moving at an unprecedented pace. This month, we explore how firms like Orion and Advyzon are expanding their ecosystems, the impact of autonomous agents on advisor productivity, […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/03/26/ep-334-march-news/">Ep. 334: March WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/03/19/alternatives-unified-managed-accounts-cheryl-nash-investcloud/">Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Meet Our Guest This episode features an in-depth conversation on the evolution of managed accounts and the integration of alternatives in unified managed accounts. Cheryl Nash — The President of APL at InvestCloud, Cheryl is a visionary leader who has overseen the growth of the APL platform from a niche product to a powerhouse supporting […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/03/19/alternatives-unified-managed-accounts-cheryl-nash-investcloud/">Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/03/12/ep-332-microservices-medallion-architecture-and-why-your-data-lake-is-probably-a-swamp-with-amplify/">Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Meet the Team This episode features a deep dive into the architecture and vision of Amplify, a modern operating system designed to bridge the gap between custody and wealth management firms. Aaron Brodt — The CEO of Amplify, Aaron focuses on the intersection of high-touch service and scalable technology to help RIAs grow without increasing […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/03/12/ep-332-microservices-medallion-architecture-and-why-your-data-lake-is-probably-a-swamp-with-amplify/">Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/03/05/ep-331-the-bot-wrangler-how-hamachi-plans-to-govern-the-ai-chaos-in-wealth-management/">Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Meet the Team This episode features a rare “full house” collaboration between four heavyweights of the wealth management technology space who have joined forces to launch Hamachi. Eric Clarke — The former founder and CEO of Orion, Eric brings decades of experience in scaling enterprise-grade advisor technology and portfolio management systems. Brian McLaughlin — The […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/03/05/ep-331-the-bot-wrangler-how-hamachi-plans-to-govern-the-ai-chaos-in-wealth-management/">Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/02/25/orion-denali-ai-reed-colley-intelligence-layer/">Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroup-com/">Craig Iskowitz</a>.</p> <p>What does “AI-native” actually mean — and why does it matter for your tech stack? Reed Colley, President of Technology at Orion, has a very specific answer. And it starts with infrastructure most platforms built years before anyone was calling it an AI strategy. In this episode of WealthTech Today, Reed joins Craig Iskowitz to […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/02/25/orion-denali-ai-reed-colley-intelligence-layer/">Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroup-com/">Craig Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/02/19/ep-329-from-false-positives-to-full-compliance-how-ai-is-killing-the-manual-review-grind-with-larry-shumbres-archive-intel/">Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>In this episode of WealthTech Today, Craig Iskowitz sits down with Larry Shumbres, Founder and CEO of Archive Intel, to discuss the high-stakes world of regulatory compliance and the modern challenges of off-channel communications. With the SEC and FINRA levying record-breaking fines for texting violations, the industry is at a crossroads between maintaining client convenience […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/02/19/ep-329-from-false-positives-to-full-compliance-how-ai-is-killing-the-manual-review-grind-with-larry-shumbres-archive-intel/">Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/02/12/ep-328-beyond-the-big-three-what-it-takes-to-disrupt-financial-planning-software-with-brad-joudrie-conquest-planning/">Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>The landscape of financial advice is shifting from static, once-a-year reports to a continuous, advice-led experience. In this episode, we sit down with Brad Joudrie, the newly appointed CEO of Conquest Planning, to discuss the firm’s aggressive expansion into the U.S. market following a successful $80 million Series B round. Joudrie breaks down how their […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/02/12/ep-328-beyond-the-big-three-what-it-takes-to-disrupt-financial-planning-software-with-brad-joudrie-conquest-planning/">Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/02/05/ep-327-modernize-or-die-is-not-a-tech-strategy-with-raakhee-miller-seibert-financial/">Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>For legacy financial institutions, technology is no longer just a support function—it is an existential priority. Raakhee Miller, President of Siebert Technologies, joins the show to discuss how a firm with a 57-year history navigates the transition from “T+2” infrastructure to a modern, AI-augmented ecosystem. This conversation explores the shift from viewing data as plumbing […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/02/05/ep-327-modernize-or-die-is-not-a-tech-strategy-with-raakhee-miller-seibert-financial/">Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/01/22/ep-325-decision-intelligence-vs-ai-theater-what-actually-works-in-wealth-management-with-jeremi-karnell-envestnet/">Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>In this episode of the WealthTech Today Podcast, we dive into the “digital exhaust” of the financial services industry with Jeremi Karnell, Head of Envestnet Data Solutions. As wealth management shifts from a focus on speed to a focus on judgment, data is becoming the primary driver of advisor success. We explore how massive data […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/01/22/ep-325-decision-intelligence-vs-ai-theater-what-actually-works-in-wealth-management-with-jeremi-karnell-envestnet/">Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/01/15/ep-324-why-private-markets-are-running-on-broken-plumbing-and-how-ai-fixes-it-with-alex-goodwin-bridge-investment-technologies/">Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Private markets are one of the fastest-growing corners of wealth management—and one of the least understood. In this episode, Alex Goodwin, co-founder and CEO of Bridge Investment Technologies, joins Craig Iskowitz to explain why the real bottleneck in alternatives isn’t access, but infrastructure. They dig into how private equity, private credit, and other illiquid assets […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/01/15/ep-324-why-private-markets-are-running-on-broken-plumbing-and-how-ai-fixes-it-with-alex-goodwin-bridge-investment-technologies/">Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2026/01/08/ep-323-from-avoidance-to-action-making-long-term-care-a-standard-part-of-retirement-planning-with-lily-vittayaruksul-waterlily/">Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Long-term care is one of the biggest financial risks facing retirees—and one of the least consistently planned for. In this episode of WealthTech Today, we speak with Waterlily co-founder and CEO Lily Vittayaruksul about why long-term care planning has moved from a “nice to have” to a core planning discipline. The conversation cuts through product […]</p> <p>The post <a href="https://wealthtechtoday.com/2026/01/08/ep-323-from-avoidance-to-action-making-long-term-care-a-standard-part-of-retirement-planning-with-lily-vittayaruksul-waterlily/">Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/12/30/ep-322-dec-news-roundup/">Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>December’s WealthTech news makes one thing clear: the center of gravity in advisor technology is shifting. Cash management is becoming core infrastructure. Platform decisions are harder to unwind. AI is moving from experimentation into production workflows. Across funding, M&A, and product launches, firms are being pushed to operationalize complexity faster than their organizations are ready […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/12/30/ep-322-dec-news-roundup/">Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/12/23/entrepreneurial-advisors-technology-strategy/">Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Growth in wealth management doesn’t come from chasing every trend—it comes from clarity. In this episode of WealthTech Today, we sit down with Andree Mohr, President of Integrated Partners, to unpack how entrepreneurial advisory firms think differently about growth, technology, and execution. From CPA-driven referral strategies to the real tradeoffs between best-of-breed and all-in-one tech stacks, […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/12/23/entrepreneurial-advisors-technology-strategy/">Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/12/18/ep-320-how-wealth-firms-are-growing-up-with-ai-with-dr-kelly-wagman-cresset/">Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>AI has moved from experimentation to expectation inside wealth management firms—but execution remains uneven. In this episode of WealthTech Today, sit down with Dr. Kelly Wagman, Director of AI Business Enablement at Cresset, to discuss what it actually takes to deploy AI responsibly at scale. From governance and adoption to hallucinations and human oversight, this […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/12/18/ep-320-how-wealth-firms-are-growing-up-with-ai-with-dr-kelly-wagman-cresset/">Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/12/11/ep-319-when-culture-becomes-a-superpower-inside-a-scalable-ria-playbook-with-jennifer-des-groseilliers-the-mather-group/">Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>The RIA industry is in the middle of a structural shift: accelerated consolidation, the rise of advisor-facing AI, and escalating expectations around scale, service, and planning depth. Few firms sit at the intersection of all three trends the way The Mather Group does. In this episode, CEO Jennifer des Groseilliers explains how the firm has […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/12/11/ep-319-when-culture-becomes-a-superpower-inside-a-scalable-ria-playbook-with-jennifer-des-groseilliers-the-mather-group/">Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/12/05/ep-318-from-dream-demo-to-migration-nightmare-5-tips-for-modernizing-your-wealth-platform-the-smart-way-with-felix-rivera/">Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Understanding How Wealth Firms Get Platform Implementations Wrong Most firms don’t realize how costly a platform decision can be until they’re deep in an implementation and discovering what the vendor didn’t tell them. By then, it’s late, expensive, and full of friction. In this episode, industry expert and Senior Consultant Felix Rivera explains why so […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/12/05/ep-318-from-dream-demo-to-migration-nightmare-5-tips-for-modernizing-your-wealth-platform-the-smart-way-with-felix-rivera/">Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/11/25/ep-317-stan-gregor-summit-financial/">Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>How Summit Financial Built a Scalable Tech and Advisor Platform with Stan Gregor Few RIAs have attempted what Summit Financial has accomplished over the past five years: scaling a multi-entity business model, integrating more than 30 third-party technologies, supporting multiple custodians, and building a technology lab that evaluates and tests every new tool before advisors […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/11/25/ep-317-stan-gregor-summit-financial/">Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/11/20/ai30-wedbush-ai-revolution-etf-cullen-rogers-interview/">Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Inside the AI Revolution: Cullen Rogers on Building the AI30 and the Future of ETFs Artificial intelligence is reshaping investment flows faster than any other theme in modern markets, and ETF issuers are racing to keep up. But what does it actually look like to build an investable AI strategy backed by deep research instead […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/11/20/ai30-wedbush-ai-revolution-etf-cullen-rogers-interview/">Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/11/18/ep-315-november-wealthtech-news/">Ep. 315: November Wealthtech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>In this episode of the WealthTech Today podcast, we break down the most important wealth-management technology news shaping the industry. From major acquisitions in private-market infrastructure to breakthrough planning-software integrations, these updates highlight how rapidly the ecosystem is evolving. Whether you’re an RIA, broker-dealer, or vendor, these shifts have direct implications for client experience, operations, […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/11/18/ep-315-november-wealthtech-news/">Ep. 315: November Wealthtech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/11/07/ep-314-adam-holt-asset-map/">Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Artificial intelligence is changing how financial advice is delivered — but not in the way early predictions suggested. Instead of replacing human advisors, AI is reshaping where advisors add value, pushing planning conversations toward interpretation, prioritization, and shared decision-making. In this episode, we sat down with Adam Holt, CEO and founder of Asset-Map, to discuss […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/11/07/ep-314-adam-holt-asset-map/">Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/10/31/ep-312-october-wealthtech-news-ai-note-takers-platform-power-plays-and-a-fidelity-fallout/">Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>AI continues to dominate the wealth management conversation—but the story isn’t just about innovation anymore. It’s about control. From Fidelity’s escalating battle with Pontera to CRM vendors embedding native AI assistants, October’s headlines revealed a clear shift: the industry is moving from experimentation to execution, and the firms that don’t build governance, data discipline, and […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/10/31/ep-312-october-wealthtech-news-ai-note-takers-platform-power-plays-and-a-fidelity-fallout/">Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/10/17/ep-311-ai-advisor-growth-strategies-building-an-intelligent-wealthtech-flywheel-with-christian-mitchell-cetera-solutions/">Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Christian Mitchell, President of Cetera Solutions, joins Craig Iskowitz on the WealthTech Today podcast to discuss how one of the country’s largest wealth hubs is reshaping advisor growth with technology. The conversation ranges from the firm’s AI-powered Intelligence Engine and GrowthLine program to the broader challenge of driving adoption across 12,000 advisors. What emerges is […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/10/17/ep-311-ai-advisor-growth-strategies-building-an-intelligent-wealthtech-flywheel-with-christian-mitchell-cetera-solutions/">Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/10/09/ep-310-set-it-forget-it-dont-regret-it-how-estate-planning-technology-helps-advisors-deliver-more-with-matt-morris-encorestate-plans/">Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Two-thirds of Americans don’t have an estate plan. Even among those who do, many documents are dangerously outdated. Estate planning technology for advisors is finally changing that. In this episode, Craig Iskowitz speaks with Matt Morris, founder of EncorEstate Plans, about how tech can help advisors close this gap, keep documents living, and deliver more value […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/10/09/ep-310-set-it-forget-it-dont-regret-it-how-estate-planning-technology-helps-advisors-deliver-more-with-matt-morris-encorestate-plans/">Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/10/06/ep-309-flywheels-data-lakes-and-growth-hacks-blazing-past-5-trillion-in-assets-with-natalie-wolfsen-orion/">Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Orion has quietly crossed a staggering milestone: more than $5 trillion in assets under administration. In this conversation, CEO Natalie Wolfsen explains what that number means in practice, how Orion thinks about technology and advisor growth, and why the company is leaning into AI as a first-principles strategy rather than a marketing overlay. The discussion […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/10/06/ep-309-flywheels-data-lakes-and-growth-hacks-blazing-past-5-trillion-in-assets-with-natalie-wolfsen-orion/">Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/10/02/ep-308-september-wealthtech-news/">Ep. 308: September WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>The wealthtech industry is in the middle of a reset. Custodians are forging new partnerships, legacy players are investing billions into their platforms, and AI is quickly moving from buzzword to embedded functionality. In this episode of WealthTech Today, we break down the most important developments—from Altruist’s deal with Ritholtz Wealth Management to Envestnet’s billion-dollar […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/10/02/ep-308-september-wealthtech-news/">Ep. 308: September WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/09/25/ep-307-referrals-are-dead-sales-enablement-is-the-future-of-advisor-growth-with-dan-zitting-nitrogen/">Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>When Nitrogen Wealth rebranded from Riskalyze, many advisors were left wondering: what exactly does “sales enablement” mean in wealth management? In this episode of WealthTech Today, we sit down with Dan Zitting, CEO of Nitrogen Wealth, to explore how the company is pushing beyond risk tolerance into personalization, proposal generation, and advisor growth. Zitting also […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/09/25/ep-307-referrals-are-dead-sales-enablement-is-the-future-of-advisor-growth-with-dan-zitting-nitrogen/">Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/09/18/ep-306-planning-software-evolution-why-ai-can-take-notes-but-cant-build-trust-with-susan-mckenna-emoney/">Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>When a financial planning software becomes so successful that it’s used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who made you successful? Susan McKenna, CEO of eMoney, sits down to discuss how the market-leading planning platform is navigating this delicate balance while […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/09/18/ep-306-planning-software-evolution-why-ai-can-take-notes-but-cant-build-trust-with-susan-mckenna-emoney/">Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/09/11/ep-305-plumbing-pixels-how-the-infrastructure-flywheel-powers-wealth-management-with-rob-heyvaert-motive-partners/">Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Wealth management is undergoing a massive transformation, and few people have had a front-row seat quite like Rob Heyvaert. As founder and managing partner of Motive Partners, Rob has spent decades re-engineering the “plumbing” of financial services while also backing some of the most successful wealthtech firms in the world. In this conversation, Rob lays […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/09/11/ep-305-plumbing-pixels-how-the-infrastructure-flywheel-powers-wealth-management-with-rob-heyvaert-motive-partners/">Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/09/08/ep-304-from-stone-age-to-new-wave-how-ai-in-life-insurance-and-annuities-accelerates-everything-with-katie-kahl-ipipeline/">Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>AI isn’t just a buzzword in wealth management—it’s reshaping insurance and annuities. In this episode of WealthTech Today, Craig Iskowitz speaks with Katie Kahl, Chief Product Officer at iPipeline, about how AI is moving beyond simple automation to deliver faster underwriting, smarter lead matching, and more personalized customer experiences. Katie shares how iPipeline leverages its […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/09/08/ep-304-from-stone-age-to-new-wave-how-ai-in-life-insurance-and-annuities-accelerates-everything-with-katie-kahl-ipipeline/">Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/08/31/ep-303-august-news/">Ep. 303: August News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>The wealth management technology landscape is moving fast — from alternative investments and TAMP funding to unified platforms and AI-driven outreach. In this month’s news roundup, we dig into the biggest stories shaping the advisor tech ecosystem and what they mean for firms trying to scale efficiently. We cover new partnerships, funding announcements, and platform […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/08/31/ep-303-august-news/">Ep. 303: August News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/08/21/ep-302-inbox-whisperers-and-client-coaches-ai-assistants-for-financial-advisors-step-up-their-game-with-mark-gilbert-zocks/">Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>AI isn’t just taking notes anymore—it’s running the advisor desktop. In this episode, Craig Iskowitz speaks with Mark Gilbert, CEO and co-founder of Zocks, about how AI assistants are moving beyond transcription to automate workflows, coach advisors, and integrate deeply into the wealth management ecosystem. Key Takeaways From note-taker to operating system – Why the […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/08/21/ep-302-inbox-whisperers-and-client-coaches-ai-assistants-for-financial-advisors-step-up-their-game-with-mark-gilbert-zocks/">Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/08/14/ep-301-the-500-hour-advantage-why-ai-assistants-are-the-best-roi-in-your-tech-stack-with-era-jain-zeplyn-ai/">Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>In this episode, Craig sits down with Era Jain to explore how Zeplyn is redefining AI-driven meeting support for financial advisors. From boosting CRM data quality to enabling “agentic” AI workflows, Jain breaks down where the industry is headed — and why the human-in-the-loop approach remains essential. This conversation digs into the real-world operational challenges […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/08/14/ep-301-the-500-hour-advantage-why-ai-assistants-are-the-best-roi-in-your-tech-stack-with-era-jain-zeplyn-ai/">Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/08/07/ep-300-what-surprised-us-in-the-2025-kitces-tech-survey-and-what-rias-still-get-wrong-with-michael-kitces/">Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>AdvisorTech is booming — but is it moving in the right direction? In this episode, Craig Iskowitz talks with Michael Kitces about the latest Kitces Advisor Tech Study, the future of AI in wealth management, and why so many advisor-built software companies never scale. They also break down the ever-growing AdvisorTech Map and what the […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/08/07/ep-300-what-surprised-us-in-the-2025-kitces-tech-survey-and-what-rias-still-get-wrong-with-michael-kitces/">Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/08/01/ep-299-ai-estate-planning-and-the-future-of-advice-a-conversation-with-steve-lockshin-adviceperiod-vanilla/">Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Estate planning may be one of the most overlooked areas of wealth management—but that’s changing fast, thanks to technology. In this episode of WealthTech Today, Craig talks with Steve Lockshin, founder of RIA AdvicePeriod and co-founder of Vanilla, about how AI is transforming estate planning, why most advisors are still reactive instead of proactive, and […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/08/01/ep-299-ai-estate-planning-and-the-future-of-advice-a-conversation-with-steve-lockshin-adviceperiod-vanilla/">Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/07/28/ep-298-ai-is-the-new-rainmaker-smarter-client-matching-with-derek-notman-of-couplr/">Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>The advisor-client matchmaking process is broken. Most firms still rely on cold outreach, mass lead-gen tactics, and outdated “Find an Advisor” tools that rarely convert. In this episode, Derek Notman, founder and CEO of Couplr, joins the show to explore how his platform is reimagining the experience with psychology-driven matching and how AI is reshaping […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/07/28/ep-298-ai-is-the-new-rainmaker-smarter-client-matching-with-derek-notman-of-couplr/">Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/07/24/ep-297-wealthtech-news-july-2025-wealthbox-acquisition-ai-note-takers-advisorengines-big-moves/">Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>July was a blockbuster month in WealthTech, with major deals and innovations reshaping advisor technology. From Sixth Street’s $200 million investment in Wealthbox to AdvisorEngine’s new partnerships and a surge of AI integrations from Otter.ai, Zocks, and others, the industry is moving fast. Here’s what RIAs and wealth managers need to know—and why AI strategy […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/07/24/ep-297-wealthtech-news-july-2025-wealthbox-acquisition-ai-note-takers-advisorengines-big-moves/">Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/07/18/ep-296-from-chaos-to-cohesion-inside-cerity-partners-tech-driven-ma-playbook-with-stefan-ludlow/">Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Cerity Partners isn’t just acquiring firms — it’s building one. In this episode, we sit down with Stefan Ludlow, Chief Technology Officer of Cerity Partners, for a deep dive into the infrastructure, strategy, and operational discipline behind one of the fastest-growing RIAs in the country. They unpack what it really takes to scale with intention: […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/07/18/ep-296-from-chaos-to-cohesion-inside-cerity-partners-tech-driven-ma-playbook-with-stefan-ludlow/">Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/07/03/ep-295-from-bain-to-benchmarks-measuring-the-success-of-envestnets-ai-strategy-with-blake-wood/">Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>Eight months after Bain Capital’s acquisition of Envestnet, the wealth management technology giant is emerging with a clearer vision of how artificial intelligence will reshape the advisor experience. In this episode, Blake Wood, Envestnet’s Head of Platform Strategy, reveals how the company is moving beyond the typical “AI washing” to deliver tools that actually save […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/07/03/ep-295-from-bain-to-benchmarks-measuring-the-success-of-envestnets-ai-strategy-with-blake-wood/">Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/06/30/ep-294-the-500-billion-question-why-throwing-tech-at-advisors-doesnt-work-with-garrett-beam-cetera/">Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>In an industry where technology adoption can make or break an advisory practice, Cetera’s head of digital solutions reveals how the firm is navigating the rapidly evolving landscape of wealth tech. From AI-powered note-taking to data aggregation challenges, this conversation unpacks the strategic decisions that affect over 12,000 financial professionals managing more than $500 billion […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/06/30/ep-294-the-500-billion-question-why-throwing-tech-at-advisors-doesnt-work-with-garrett-beam-cetera/">Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/06/23/ep-293-the-compatibility-quotient-how-ai-is-transforming-ria-ma-deals-with-allen-darby-alaris/">Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/06/23/ep-293-the-compatibility-quotient-how-ai-is-transforming-ria-ma-deals-with-allen-darby-alaris/">Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/06/13/ep-292-no-more-swivel-chairs-lpls-ai-driven-push-to-streamline-advisor-workflows-with-kristie-edling-day/">Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>AI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisors—without breaking workflows or compliance guardrails? In this episode with Kristie Edling-Day, CIO for Advisor Technology at LPL Financial, we discuss the real-world challenges and opportunities of scaling […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/06/13/ep-292-no-more-swivel-chairs-lpls-ai-driven-push-to-streamline-advisor-workflows-with-kristie-edling-day/">Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/06/05/ep-291-june-wealthtech-news/">Ep. 291: June WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>In this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: LPL Acquires Commonwealth: The Last Domino Falls Schwab Invests in Wealth.com to Elevate Estate Planning Josh Brown […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/06/05/ep-291-june-wealthtech-news/">Ep. 291: June WealthTech News</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/05/16/ep-290-reimagining-the-advisor-desktop-inside-vestmarks-ai-assistant-with-leo-schrantz/">Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>What happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platform—from proposal generation to advisor copilots to operational automation. If you’re a tech-savvy executive wondering how AI can deliver measurable ROI without crossing […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/05/16/ep-290-reimagining-the-advisor-desktop-inside-vestmarks-ai-assistant-with-leo-schrantz/">Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>

<p>The post <a href="https://wealthtechtoday.com/2025/05/08/ep-289-tax-planning-is-the-painkiller-every-client-wants-with-david-snider-harness-wealth/">Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p> <p>In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur. His insights on the […]</p> <p>The post <a href="https://wealthtechtoday.com/2025/05/08/ep-289-tax-planning-is-the-painkiller-every-client-wants-with-david-snider-harness-wealth/">Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>