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. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine
Meet Our Guest This episode features Rich Cancro, CEO of AdvisorEngine, one of the wealth management industry’s most outspoken advocates for unified platform architecture. Rich joined what would become AdvisorEngine in 2014 and has spent more than a decade building toward a single thesis: that the advisor, the client, and business operations should all live […]
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. 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. 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. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout
AI continues to dominate the wealth management conversation—but the story isn’t just about innovation anymore. It’s about control. From Fidelity’s escalating battle with Pontera to CRM vendors embedding native AI assistants, October’s headlines revealed a clear shift: the industry is moving from experimentation to execution, and the firms that don’t build governance, data discipline, and […]
Moneyball for Advisors: How AI Notetakers Will be a Secret Weapon for Growth
A financial advisor at a mid-sized RIA recently lost a $20 million household—not because of poor performance or bad advice, but because of AI note-taker compliance failure. In an industry where financial advisors increasingly rely on AI meeting assistants, most firms don’t realize these tools create discoverable records that can be weaponized in litigation. But […]