Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
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Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla
WealthTech Today
3 months ago
Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla
Estate planning may be one of the most overlooked areas of wealth management—but that’s changing fast, thanks to technology. In this episode of WealthTech Today, Craig talks with Steve Lockshin, founder of RIA AdvicePeriod and co-founder of Vanilla, about how AI is transforming estate planning, why most advisors are still reactive instead of proactive, and […]
WealthTech Today
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
