Podcast Episodes

Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces

The post Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces appeared first on and was writt…

9 months, 1 week ago

Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla

The post Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by El…

9 months, 2 weeks ago

Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr

The post Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr appeared first on and was written by Elana Iskowitz.

9 months, 3 weeks ago

Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves

The post Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves appeared first on and was written by E…

9 months, 3 weeks ago

Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow

The post Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow appeared first on and was written by E…

10 months ago

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

The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood appeared first on and was written by Ela…

10 months, 2 weeks ago

Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera

The post Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera appeared first on and was written…

10 months, 2 weeks ago

Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by El…

10 months, 3 weeks ago

Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day

The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was writ…

11 months, 1 week ago

Ep. 291: June WealthTech News

The post Ep. 291: June WealthTech News appeared first on and was written by Elana Iskowitz.

In this June News episode of WealthTech Today, we cover …

11 months, 2 weeks ago