Podcast Episodes
Back to SearchEp. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest
The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on and was written by Elana Isko…
3 hours ago
Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla
The post Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla appeared first on and was w…
6 days, 1 hour ago
Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access
The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on and was written by Elan…
1 week, 4 days ago
Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly
The post Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly appeared first on…
2 weeks, 5 days ago
Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group
The post Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group appeared first on and was …
2 weeks, 6 days ago
Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence
Episode 354
Mike Muniz, Chief Strategy Officer at Canoe Intelligence, joins Craig to break down how Canoe's dual-model AI architecture automates data extraction …
3 weeks, 4 days ago
Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi
The post Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi appeared first on and was written by Elana Isko…
1 month ago
Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial
The post Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial appeared first on and was …
1 month, 1 week ago
Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen
The post Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen appeared first on and was written…
1 month, 2 weeks ago
Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group
The post Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group appeared first on and was written by Elana…
1 month, 2 weeks ago