Envestnet Elevate 2026: New Faces, Familiar Promises, and a Roadmap That Has to Ship by Q4
The first client conference for a technology vendor that has recently been acquired is always going to be a little rocky. That was Envestnet’s Elevate event last year. But the second one, this year in Phoenix, was a chance for Envestnet to show the wealth management industry what private ownership and a new executive team […]
Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine
Meet Our Guest This episode features Rich Cancro, CEO of AdvisorEngine, one of the wealth management industry’s most outspoken advocates for unified platform architecture. Rich joined what would become AdvisorEngine in 2014 and has spent more than a decade building toward a single thesis: that the advisor, the client, and business operations should all live […]
Why Measuring AI Logins Is Not Measuring AI Adoption
Login counts make AI adoption dashboards look healthy, but the real usage data tells a different story. Here is what measuring AI adoption actually requires inside an RIA technology stack.
Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
Meet Our Guests This episode features Gokul Ramanathan, Group Product Manager for Altruist and the Hazel team, and Fernando San Martin, Senior Product Manager are two builders who between them have co-authored the technical pipelines and product strategy behind one of the most talked-about AI launches in wealth management. Gokul joined Altruist in 2019 as […]
Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group
Six Things Worth Writing Down The AI Notetaker Category Has Effectively Disappeared — What started as a simple transcription tool has evolved beyond recognition. The original AI notetaker is gone, replaced by two distinct categories: agentic operating systems that stretch across the entire tech stack, and legacy platforms racing to embed AI before they lose […]
The AI Notetaker Is Eating Your CRM. You Just Haven’t Noticed Yet.
Picture a $750M RIA on a Tuesday morning. The lead advisor finishes a 60-minute review with a long-tenured client. He doesn’t open his CRM. He doesn’t open the financial planning tool. He doesn’t even open his task list. He opens his AI notetaker. Inside that single interface, he sees the meeting summary, the client’s flagged […]
AI Agents for Advisors: The AI Governance Gap Every RIA Is Ignoring
Somewhere in your firm right now, an advisor is prompting ChatGPT to draft a client email. Someone in ops is using Claude to summarize a prospect’s financial profile. A junior analyst built a spreadsheet macro in Copilot last Tuesday. Nobody asked. Nobody knows. And the SEC hasn’t walked in. Yet. This is the second article […]
Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor
Meet Our Guests This episode features Ian Karnell, CEO of VastAdvisor, and his twin brother Jeremi Karnell, former Head of Data Solutions at Envestnet — a rare two-for-one from a pair of identical twins who between them have spent decades at the intersection of wealth management and data infrastructure. Ian built VastAdvisor as an AI-powered […]