Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens
Meet Our Guest This episode features Raj Bhattacharyya, CEO of Robertson Stephens — a $9B national RIA built on the premise that high-net-worth clients deserve the resources of a large wirehouse alongside a true fiduciary relationship. Raj joined Robertson Stephens in 2020 after founding YY Capital, an early-stage fintech investor, and brings a rare dual […]
AI Prompt Labs for Advisors: Client Emails That Actually Sound Like You
AI Prompt Labs for Advisors: Client Emails That Actually Sound Like You Most AI prompts for financial advisors produce the same client email. A client emails with a worry. The advisor opens ChatGPT, types something close to “write a warm reply to a client worried about the market,” skims the output, cleans it up for […]
Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors
WealthTech news in April 2026 is dominated by one theme: AI is eating the advisor technology stack from every direction at once. Morningstar is selling ByAllAccounts, marking the second major data aggregation exit in twelve months. AI note-takers Zocks and Jump are morphing into full advisor operating systems, competing for the same advisor desktop. Range, […]
The Holistic Advisor Was Always the Pitch. AI Just Called the Bluff
The advisor didn’t lose the client over fees. He didn’t lose her to a robo-advisor or a wirehouse poaching call. He lost her because she uploaded her tax returns to ChatGPT, asked whether she should move to Florida, and got a cleaner answer in 90 seconds than she’d received in three years of paying him. […]
Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish
Meet Our Guest This episode features a deep dive into the evolution of the independent RIA tech stack and the emergence of “private banking” services for the fiduciary space. Max Lane — CEO of Flourish. Max is a strategic leader at the helm of a platform dedicated to expanding the financial capabilities of independent RIAs. […]
Every RIA Building Custom Apps Has a Security Blind Spot. A Poisoned Software Update Just Exposed It.
AUTHOR: ANAND SHETH GUEST CONTRIBUTOR Anand Sheth is the founder of Pulse360 and AegisProof, a security verification platform for financial professionals. He writes about client experience, cybersecurity, and the operational risks facing independent advisors. AI has made software development genuinely accessible to RIA firms. You can spin up a client portal, a document workflow, or […]
The Resume Is a Lie: What Every RIA Needs to Know Before Hiring a Wealthtech Consultant
If you are currently hiring a wealthtech consultant for a CRM implementation or technology initiative at your RIA firm, stop and read this first. A wave of AI-generated resumes is flooding the independent consultant market, and wealth management firms are among the most exposed targets. The credentials look real. The project histories look impressive. And […]
Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office
Meet Our Guest This episode features an in-depth conversation on the intersection of institutional-grade research and boutique service within the ultra-high-net-worth (UHNW) sector. Jack Ginter — CEO of Callan Family Office. Jack is a seasoned leader who co-founded Callan Family Office to provide sophisticated oversight and an integrated wealth management approach for complex, multi-generational families. […]