Ep. 349: July WealthTech News
This week on WealthTech Today, I run through the month’s biggest wealthtech headlines — and there’s no shortage of them. AI agents are showing up everywhere: notetakers are pushing into CRM territory, CRM providers are pushing back with their own agents, and financial planning platforms are racing to build AI into the core of the […]
Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet
In this episode of the WealthTech Today Podcast, we dive into the “digital exhaust” of the financial services industry with Jeremi Karnell, Head of Envestnet Data Solutions. As wealth management shifts from a focus on speed to a focus on judgment, data is becoming the primary driver of advisor success. We explore how massive data […]
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 […]
Ep. 303: August News
The wealth management technology landscape is moving fast — from alternative investments and TAMP funding to unified platforms and AI-driven outreach. In this month’s news roundup, we dig into the biggest stories shaping the advisor tech ecosystem and what they mean for firms trying to scale efficiently. We cover new partnerships, funding announcements, and platform […]
Under the Hood at Envestnet Elevate 2025: Will Unified Advice Finally Click?
EXECUTIVE SUMMARY With wealth firms under pressure to scale personalized advice, Envestnet Elevate 2025 offered a window into how one of the industry’s biggest players is retooling its platform to meet that demand. From AI-guided insights and tax-aware UMAs to enterprise-grade integrations and annuity digitization, the conference spotlighted Envestnet’s ambition to become the operating system […]
Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
Come on in, sit back and relax. You’re listening to Episode 261 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Chip Roame, founder of […]
Looking Towards LATAM: Opportunities in the Latin American Wealth Management Market
The Latin American wealth market is growing and offers exciting opportunities for advisors who can successfully navigate the volatile landscape. Though host to double the population of the US, the region holds less than 30% of the GDP. However, the number of high net worth investors in the region is on the rise in countries […]
Ep. 241: May Wealthtech News
Come on in. Sit back and relax. You’re listening to episode 241 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our May news roundup, we have a bunch of interesting stories for […]