Podcast Episodes

Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group

The post Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group appeared first on an…

5 hours ago

Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor

The post Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor appear…

5 days, 5 hours ago

Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI

The post Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI appeared first on and was written by E…

1 week, 5 days ago

Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar

The post Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar appeared first on a…

2 weeks, 5 days ago

Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens

The post Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens appeared first on a…

3 weeks, 6 days ago

Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors

The post Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors appeared first on and was wr…

1 month ago

Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish

The post Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish appeared first on and was written by Elana Iskowitz.…

1 month, 1 week ago

Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office

The post Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office appeared first on and was wr…

1 month, 2 weeks ago

Ep. 334: March WealthTech News

The post Ep. 334: March WealthTech News appeared first on and was written by Elana Iskowitz.

Welcome to the March 2026 edition of the WealthTech Tod…

1 month, 3 weeks ago

Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud

The post Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud appeared first o…

2 months ago