Fired by Google: How One Maverick AI Engineer Delivered an Integration Wake-Up Call
A seven-year Google engineer named Justin Poehnelt built a small command-line tool in Rust. It let AI agents drive Gmail, Calendar, and Drive through clean, structured JSON instead of a browser session and a pile of click handlers. The lessons it holds for your wealth management tech stack are the reason this story belongs in […]
Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault
Meet Our Guest This episode features Daniel Kenny, CEO of FutureVault — a B2B2C white-label digital vault platform built specifically for wealth management firms and their clients. Daniel brings 20 years of global banking operations experience from HSBC, spanning four countries, to the problem of document governance, client engagement, and data security in wealth management. […]
AI Agents for Advisors: Why the Best Agent Is the One That Knows When to Stop
This is the latest entry in our ongoing AI Agents for Advisors series, which looks at how agentic AI is actually being built and deployed across wealth and asset management. Earlier installments examined Rocky, a virtual chief of staff, the AI governance gap most RIAs are ignoring, and whether Praktikant can automate the advisor inbox. […]
Ep. 347: June News
I’m joined this month by Jeremi Karnell, newly appointed Chief Product Officer at VastAdvisor, for the June edition of the WealthTech Today news podcast. We cover eight stories spanning cash management integrations, wealth transfer tools, AI headwinds at scale, the rise of MCP as the new API standard, custodian innovation, and the latest additions to […]
AI Prompt Lab: Quarterly Review Letters That Your Clients Will Actually Read
The quarterly review letter is due Friday. You have forty-two clients on the list. You open a blank document, stare at the performance numbers from your portfolio system, and do what most advisors do: you write the same letter you wrote three months ago, swap the index returns, and change the quarter. It takes two […]
Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep
Meet Our Guests This episode features Caleb Eplett, Chief Product Officer of YCharts, and Rushi Shah, VP of Product at YCharts — two product leaders who have spent years building out one of the wealth management industry’s most recognized investment data and analytics platforms. Caleb has been with YCharts for 13 and a half years, […]
AI Agents for Advisors: Can Praktikant Automate Every Advisor’s Inbox?
The email lands at 9:04 on a Tuesday morning. A client is moving to Florida. Buried in four casual paragraphs: a state-change authorization that needs a signature, an updated property valuation that has to land in the right folder with the right name, a request to get a review meeting on the calendar, and a […]
Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed
Meet Our Guests This episode features Derek Notman, founder of Couplr, and Adam Holt, founder of Asset-Map — two WealthTech entrepreneurs who, despite running separate companies, have spent years building something together that has nothing to do with software. Derek launched REBL Dads out of a personal crisis: navigating entrepreneurship and new fatherhood at the […]