Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology
December’s WealthTech news makes one thing clear: the center of gravity in advisor technology is shifting. Cash management is becoming core infrastructure. Platform decisions are harder to unwind. AI is moving from experimentation into production workflows. Across funding, M&A, and product launches, firms are being pushed to operationalize complexity faster than their organizations are ready […]
No Supervision, No Safety: The Case for Agentic AI Governance in RIAs
For many RIA executives, agentic AI is starting to sound like the intern who never sleeps. It answers questions instantly. It executes tasks without complaining. It never asks for clarification before acting. And that’s precisely the problem. As RIA firms rush to deploy agentic AI across support, operations, research, and internal workflows, a dangerous assumption […]
Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners
Growth in wealth management doesn’t come from chasing every trend—it comes from clarity. In this episode of WealthTech Today, we sit down with Andree Mohr, President of Integrated Partners, to unpack how entrepreneurial advisory firms think differently about growth, technology, and execution. From CPA-driven referral strategies to the real tradeoffs between best-of-breed and all-in-one tech stacks, […]
Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset
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 […]
Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group
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 […]
Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera
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 […]