Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout
AI continues to dominate the wealth management conversation—but the story isn’t just about innovation anymore. It’s about control. From Fidelity’s escalating battle with Pontera to CRM vendors embedding native AI assistants, October’s headlines revealed a clear shift: the industry is moving from experimentation to execution, and the firms that don’t build governance, data discipline, and […]
October Integration Score Update
September and October were big months for the Kitces Advisortech Map and the WealthTech Integration Scores, with more than a dozen new products added across categories. Each solution was evaluated by our research team, with results fed into our algorithm to generate its Integration Score. You can see the updated scores on the Integration Score […]
Moneyball for Advisors: How AI Notetakers Will be a Secret Weapon for Growth
A financial advisor at a mid-sized RIA recently lost a $20 million household—not because of poor performance or bad advice, but because of AI note-taker compliance failure. In an industry where financial advisors increasingly rely on AI meeting assistants, most firms don’t realize these tools create discoverable records that can be weaponized in litigation. But […]
Ep. 312: From Gen AI to Agentic AI: The Wealth Management Upgrade Nobody Saw Coming with Mike Zebrowski, Docupace
Artificial intelligence is rapidly shifting from hype to practical applications inside wealth management firms. But with so many new tools—note-takers, digital assistants, predictive analytics—how do advisors actually benefit, and where does the technology still fall short? In this episode of WealthTech Today, we sit down with Mike Zebrowski, Chief Operating Officer at Docupace, to talk […]
AI Compliance for Financial Advisors: Why Your AI Ban Is Making Things Worse
“AI compliance for financial advisors has become a critical challenge. Your firm banned AI tools six months ago—a decision meant to protect you. But financial advisor AI compliance isn’t about banning technology; it’s about governing it. Here’s why your AI ban is creating more risk, not less.” Except your advisors aren’t sleeping. They’re up late, […]
Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions
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 Dirty Secret About AI Implementation for RIAs: Why Data Discipline Matters
Your advisor just wrapped a client meeting. They need to update the CRM, draft a follow-up email, and prepare for tomorrow’s review—all before the next appointment in 47 minutes. They could spend 30 minutes manually transcribing notes and crafting correspondence, or they could use AI to knock it out in 10. The problem isn’t whether […]
Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans
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 […]