Podcast Episodes

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.

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 2 months 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…

1 year, 2 months 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 …

1 year, 2 months ago

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, 3 months 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, 3 months ago