The Silent Revolution: How AI in RIA Operations Is Eating Your Tech Stack
If you think AI in RIA operations is about stock-picking, you’re missing the point. It’s already eating your back office while you’re still chasing alpha. That was the central theme of the AI panel I moderated at TradePMR’s Synergy25 conference, where we cut through the hype and got brutally honest about where AI is actually […]
Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera
In an industry where technology adoption can make or break an advisory practice, Cetera’s head of digital solutions reveals how the firm is navigating the rapidly evolving landscape of wealth tech. From AI-powered note-taking to data aggregation challenges, this conversation unpacks the strategic decisions that affect over 12,000 financial professionals managing more than $500 billion […]
Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris
The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […]
The Rapid Shift From Notetakers to Intelligent Agents — How AI Will Rewire WealthTech Workflows
AI notetakers are no longer just digital scribes. What started as passive transcription tools has rapidly evolved into proactive engines reshaping the advisor-client dynamic. These platforms are laying the foundation for an entirely new category of software: AI-native workflow orchestrators — and soon, intelligent agents that autonomously manage key aspects of the advisor workflow. These […]
Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day
AI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisors—without breaking workflows or compliance guardrails? In this episode with Kristie Edling-Day, CIO for Advisor Technology at LPL Financial, we discuss the real-world challenges and opportunities of scaling […]
Buyer’s Guide: How RIAs Can Choose the Right Wealthtech Consultant
Some mistakes only become obvious in the rearview mirror. Like buying a CRM that looked sleek in the demo but crashes under the weight of real-world workflows. Or hiring a tech consultant who impressed in the pitch but failed to grasp your firm’sf operational complexity. If you’ve ever made a misstep like that, you’re not […]
June Integration Score Update
Since the WealthTech Integration Scores were launched in August of 2022, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group. We’re combining May and June in this post, so there are 28 total products added! […]
Ep. 291: June WealthTech News
In this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: LPL Acquires Commonwealth: The Last Domino Falls Schwab Invests in Wealth.com to Elevate Estate Planning Josh Brown […]