Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial
Meet Our Guests This episode features Vinay Kant, Chief Digital and Technology Officer at Kestra Holdings, and John Amore, President of Kestra Financial. In this conversation, Vinay, John, and Craig dig into how a mid-tier independent wealth management platform makes technology decisions when the FinTech landscape has grown from roughly 150 tools in 2019 to […]
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. 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. 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 […]
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 […]
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, […]
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. […]
Ep. 334: March WealthTech News
Welcome to the March 2026 edition of the WealthTech Today news roundup. From massive Series B funding rounds to the “Great Bifurcation” of AI tools, the industry is moving at an unprecedented pace. This month, we explore how firms like Orion and Advyzon are expanding their ecosystems, the impact of autonomous agents on advisor productivity, […]