Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management

Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion

Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with ...

Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Jou...

Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies

Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jere...

Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Good...

Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, ...

Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Techn...

Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Inte...

Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagma...

Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Gros...

Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the ...

Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Sum...

Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers...

Ep. 315: November Wealthtech News

Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making w...

Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout

Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christia...

Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Delive...

Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie...

Ep. 308: September WealthTech News

Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, N...

Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McK...

Ep. 305: Plumbing ＞ Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob He...

Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everythin...

Ep. 303: August News

Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their ...

Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era ...

Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Mich...

Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla

Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr

Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves

Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow

Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood

Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam...

Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie...

Ep. 291: June WealthTech News

Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz

Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth

Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic

Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnu...

Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, W...

Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with...

Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investme...

Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs

Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody...

Ep. 281: March WealthTech News

Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, ...

Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kr...

Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein,...

Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer,...

Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick

Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Ya...

Ep. 274: January News Roundup

Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT

Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason...

Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoc...

Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball,...