Ep. 360: August WealthTech News
Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: Vanguard is acquiring Altruist for $4 billion. The rest of the month is platforms getting more aggressive, Bloomberg buying Canoe, Orion printing $6.6 trillion in AUA and pushing […]
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, […]
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. 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, […]
Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
Meet the Team This episode features a rare “full house” collaboration between four heavyweights of the wealth management technology space who have joined forces to launch Hamachi. Eric Clarke — The former founder and CEO of Orion, Eric brings decades of experience in scaling enterprise-grade advisor technology and portfolio management systems. Brian McLaughlin — The […]
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 […]
RIA Outsourcing Strategies: The Secret Weapon for Growth and Higher Valuations
Some RIAs treat outsourcing like a guilty secret. They talk about their “personal touch” while quietly farming out billing, tech support, or investment models. Others cling to tasks they shouldn’t be doing at all—because that’s how they’ve always done it. Both approaches miss the point. RIA outsourcing strategies aren’t about doing less. They’re about making […]
Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow
Cerity Partners isn’t just acquiring firms — it’s building one. In this episode, we sit down with Stefan Ludlow, Chief Technology Officer of Cerity Partners, for a deep dive into the infrastructure, strategy, and operational discipline behind one of the fastest-growing RIAs in the country. They unpack what it really takes to scale with intention: […]