WealthTech Today

292 Episodes

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

   Published: 7/3/2025
2. Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera

   Published: 6/30/2025
3. Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

   Published: 6/23/2025
4. Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day

   Published: 6/13/2025
5. Ep. 291: June WealthTech News

   Published: 6/5/2025
6. Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz

   Published: 5/16/2025
7. Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth

   Published: 5/8/2025
8. Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic

   Published: 5/2/2025
9. Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders

   Published: 4/17/2025
10. Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com

    Published: 4/10/2025
11. Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel

    Published: 4/7/2025
12. Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital

    Published: 4/3/2025
13. Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs

    Published: 3/28/2025
14. Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin

    Published: 3/21/2025
15. Ep. 281: March WealthTech News

    Published: 3/14/2025
16. Ep. 280: APIs, Alts, and the End of the Swivel Chair: Modernizing RIA Custody with Bill Capuzzi, Apex Fintech

    Published: 3/13/2025
17. Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken

    Published: 3/6/2025
18. Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences

    Published: 2/24/2025
19. Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion

    Published: 2/20/2025
20. Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick

    Published: 2/18/2025