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. 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. 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 […]
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, […]
More Alerts, Less Action: The Signal-to-Noise Problem No AI Vendor Talks About
Your CRM has been half-empty for decades. AI is about to fill it, and what comes next will change how your firm grows. You’ve been running client meetings for years, asking the right questions, building relationships, delivering advice, and then walking back to your desk and entering maybe a quarter of what actually happened into […]
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 […]
AI Didn’t Break Your Operations. It Just Made the Cracks More Obvious.
Most RIAs don’t have an AI problem. They have a clarity problem. AI just made it impossible to ignore. For owners and executives at RIAs and broker-dealers, AI in RIA operations is no longer a future discussion. It is forcing real decisions about wealth management operations, ownership of data, and how work actually flows through […]