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. 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. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial
How Summit Financial Built a Scalable Tech and Advisor Platform with Stan Gregor Few RIAs have attempted what Summit Financial has accomplished over the past five years: scaling a multi-entity business model, integrating more than 30 third-party technologies, supporting multiple custodians, and building a technology lab that evaluates and tests every new tool before advisors […]
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 […]
Too Many Pipes, Not Enough Flow: Fixing Alts Infrastructure for RIAs
Alternative investments have finally gone mainstream—just not in a way that works for most RIAs. From multi-trillion-dollar custodians to lean startup platforms, the wealth management ecosystem is tripping over itself to “democratize” access to private markets. Yet behind the glossy product catalogs and various attempts at digitized sub docs lies a reality most RIA execs […]
Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy
Come on in, sit back and relax. You’re listening to Episode 265 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 the one and only […]