Podcast Episodes

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

Ep. 349: July WealthTech News

The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz.

This week on WealthTech Today, I run through the month’s…

1 month, 3 weeks ago

Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault

The post Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault appeared first o…

2 months ago

Ep. 347: June News

The post Ep. 347: June News appeared first on and was written by Elana Iskowitz.

I’m joined this month by Jeremi Karnell, newly appointed Chief Prod…

2 months, 1 week ago

Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep

The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz.

Meet Our Guests This e…

2 months, 2 weeks ago

Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed

The post Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed appeared first on and was writt…

2 months, 3 weeks ago

Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine

The post Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine appeared first on and wa…

2 months, 4 weeks ago

Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team

The post Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team appeared first on and was written by El…

3 months ago

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…

3 months, 1 week 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…

3 months, 1 week ago