Podcast Episodes

Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz

The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskow…

1 year ago

Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth

The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Isk…

1 year ago

Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic

The post Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic appeared first on and was written by Elana Iskowitz.

1 year ago

Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders

The post Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders appeared first on and w…

1 year, 1 month ago

Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com

The post Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com appeared first on and was writte…

1 year, 1 month ago

Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel

The post Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel appeared first on…

1 year, 1 month ago

Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital

The post Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital appeare…

1 year, 1 month ago

Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs

The post Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs appeared first on and was written by Elana Iskowitz.

In this special epi…

1 year, 1 month ago

Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin

The post Ep. 282: The Unexpected Alliance: How Robinhood’s $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin appeared first on and w…

1 year, 1 month ago

Ep. 281: March WealthTech News

The post Ep. 281: March WealthTech News appeared first on and was written by Elana Iskowitz.

In this March News episode of WealthTech Today, we cove…

1 year, 2 months ago