Podcast Episodes

Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera

The post Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera appeared first…

8 months, 3 weeks ago

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

The post Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial appeared first on and was wr…

9 months ago

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

The post Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors appeared first on …

9 months ago

Ep. 315: November Wealthtech News

The post Ep. 315: November Wealthtech News appeared first on and was written by Elana Iskowitz.

In this episode of the WealthTech Today podcast, we …

9 months, 1 week ago

Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map

The post Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map appeared first on …

9 months, 2 weeks ago

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

The post Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout appeared first on and was written by Elana I…

9 months, 3 weeks ago

Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions

The post Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions appeared first…

10 months, 1 week ago

Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans

The post Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans…

10 months, 2 weeks ago

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

The post Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion appeared first on and was …

10 months, 2 weeks ago

Ep. 308: September WealthTech News

The post Ep. 308: September WealthTech News appeared first on and was written by Elana Iskowitz.

The wealthtech industry is in the middle of a reset…

10 months, 3 weeks ago