WealthTech Today

The post Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset appeared first on and was written by Elana Iskowitz. AI has moved from experimentation to expectation inside wealth management firms—but execution remains uneven. In this episode of WealthTech Today, sit down with Dr. Kelly Wagman, Director of AI Business Enablement at Cresset, to discuss what it actually takes to deploy AI responsibly at scale. From governance and adoption to hallucinations and human oversight, this […] The post Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset appeared first on and was written by Elana Iskowitz.

The post Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group appeared first on and was written by Elana Iskowitz. The RIA industry is in the middle of a structural shift: accelerated consolidation, the rise of advisor-facing AI, and escalating expectations around scale, service, and planning depth. Few firms sit at the intersection of all three trends the way The Mather Group does. In this episode, CEO Jennifer des Groseilliers explains how the firm has […] The post Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group appeared first on and was written by Elana Iskowitz.

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 on and was written by Elana Iskowitz. Understanding How Wealth Firms Get Platform Implementations Wrong Most firms don’t realize how costly a platform decision can be until they’re deep in an implementation and discovering what the vendor didn’t tell them. By then, it’s late, expensive, and full of friction. In this episode, industry expert and Senior Consultant Felix Rivera explains why so […] 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 on and was written by Elana Iskowitz.

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 written by Elana Iskowitz. How Summit Financial Built a Scalable Tech and Advisor Platform with Stan Gregor Few RIAs have attempted what Summit Financial has accomplished over the past five years: scaling a multi-entity business model, integrating more than 30 third-party technologies, supporting multiple custodians, and building a technology lab that evaluates and tests every new tool before advisors […] 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 written by Elana Iskowitz.

The post Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors appeared first on and was written by Elana Iskowitz. Inside the AI Revolution: Cullen Rogers on Building the AI30 and the Future of ETFs Artificial intelligence is reshaping investment flows faster than any other theme in modern markets, and ETF issuers are racing to keep up. But what does it actually look like to build an investable AI strategy backed by deep research instead […] The post Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors appeared first on and was written by Elana Iskowitz.

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 break down the most important wealth-management technology news shaping the industry. From major acquisitions in private-market infrastructure to breakthrough planning-software integrations, these updates highlight how rapidly the ecosystem is evolving. Whether you’re an RIA, broker-dealer, or vendor, these shifts have direct implications for client experience, operations, […] The post Ep. 315: November Wealthtech News appeared first on and was written by Elana Iskowitz.

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 and was written by Elana Iskowitz. Artificial intelligence is changing how financial advice is delivered — but not in the way early predictions suggested. Instead of replacing human advisors, AI is reshaping where advisors add value, pushing planning conversations toward interpretation, prioritization, and shared decision-making. In this episode, we sat down with Adam Holt, CEO and founder of Asset-Map, to discuss […] 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 and was written by Elana Iskowitz.

The conversation kicks off with escalating battles in wealth management, particularly Fidelity’s clash with Pontera. Focal secures $5M to develop AI tools aimed at enhancing advisor productivity. Innovations continue with Wealthbox launching a native AI note-taker, while Jump acquires Mobile Assistant to capitalize on transcription services. Holistaplan and Zox are automating tax workflows with fresh integrations, and Nitrogen introduces an AI Tax Center. Lastly, the market sees AdviseOn's software debut and Snappy Kraken's real-time CRM syncing.

The post Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions appeared first on and was written by Elana Iskowitz. Christian Mitchell, President of Cetera Solutions, joins Craig Iskowitz on the WealthTech Today podcast to discuss how one of the country’s largest wealth hubs is reshaping advisor growth with technology. The conversation ranges from the firm’s AI-powered Intelligence Engine and GrowthLine program to the broader challenge of driving adoption across 12,000 advisors. What emerges is […] The post Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions appeared first on and was written by Elana Iskowitz.

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 appeared first on and was written by Elana Iskowitz. Two-thirds of Americans don’t have an estate plan. Even among those who do, many documents are dangerously outdated. Estate planning technology for advisors is finally changing that. In this episode, Craig Iskowitz speaks with Matt Morris, founder of EncorEstate Plans, about how tech can help advisors close this gap, keep documents living, and deliver more value […] 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 appeared first on and was written by Elana Iskowitz.