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. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map
WealthTech Today
1 week ago
Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map
Artificial intelligence is changing how financial advice is delivered — but not in the way early predictions suggested. Instead of replacing human advisors, AI is reshaping where advisors add value, pushing planning conversations toward interpretation, prioritization, and shared decision-making. In this episode, we sat down with Adam Holt, CEO and founder of Asset-Map, to discuss […]
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.
