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 […]

Christian Mitchell, President of Cetera Solutions, joins Craig Iskowitz on the WealthTech Today podcast to discuss how one of the country’s largest wealth hubs is reshaping advisor growth with technology. The conversation ranges from the firm’s AI-powered Intelligence Engine and GrowthLine program to the broader challenge of driving adoption across 12,000 advisors. What emerges is […]

Two-thirds of Americans don’t have an estate plan. Even among those who do, many documents are dangerously outdated. Estate planning technology for advisors is finally changing that. In this episode, Craig Iskowitz speaks with Matt Morris, founder of EncorEstate Plans, about how tech can help advisors close this gap, keep documents living, and deliver more value […]

Orion has quietly crossed a staggering milestone: more than $5 trillion in assets under administration. In this conversation, CEO Natalie Wolfsen explains what that number means in practice, how Orion thinks about technology and advisor growth, and why the company is leaning into AI as a first-principles strategy rather than a marketing overlay. The discussion […]

The wealthtech industry is in the middle of a reset. Custodians are forging new partnerships, legacy players are investing billions into their platforms, and AI is quickly moving from buzzword to embedded functionality. In this episode of WealthTech Today, we break down the most important developments—from Altruist’s deal with Ritholtz Wealth Management to Envestnet’s billion-dollar […]

When Nitrogen Wealth rebranded from Riskalyze, many advisors were left wondering: what exactly does “sales enablement” mean in wealth management? In this episode of WealthTech Today, we sit down with Dan Zitting, CEO of Nitrogen Wealth, to explore how the company is pushing beyond risk tolerance into personalization, proposal generation, and advisor growth. Zitting also […]

When a financial planning software becomes so successful that it’s used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who made you successful? Susan McKenna, CEO of eMoney, sits down to discuss how the market-leading planning platform is navigating this delicate balance while […]

Wealth management is undergoing a massive transformation, and few people have had a front-row seat quite like Rob Heyvaert. As founder and managing partner of Motive Partners, Rob has spent decades re-engineering the “plumbing” of financial services while also backing some of the most successful wealthtech firms in the world. In this conversation, Rob lays […]

AI isn’t just a buzzword in wealth management—it’s reshaping insurance and annuities. In this episode of WealthTech Today, Craig Iskowitz speaks with Katie Kahl, Chief Product Officer at iPipeline, about how AI is moving beyond simple automation to deliver faster underwriting, smarter lead matching, and more personalized customer experiences. Katie shares how iPipeline leverages its […]

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 […]

AI isn’t just taking notes anymore—it’s running the advisor desktop. In this episode, Craig Iskowitz speaks with Mark Gilbert, CEO and co-founder of Zocks, about how AI assistants are moving beyond transcription to automate workflows, coach advisors, and integrate deeply into the wealth management ecosystem. Key Takeaways From note-taker to operating system – Why the […]

In this episode, Craig sits down with Era Jain to explore how Zeplyn is redefining AI-driven meeting support for financial advisors. From boosting CRM data quality to enabling “agentic” AI workflows, Jain breaks down where the industry is headed — and why the human-in-the-loop approach remains essential. This conversation digs into the real-world operational challenges […]

AdvisorTech is booming — but is it moving in the right direction? In this episode, Craig Iskowitz talks with Michael Kitces about the latest Kitces Advisor Tech Study, the future of AI in wealth management, and why so many advisor-built software companies never scale. They also break down the ever-growing AdvisorTech Map and what the […]

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 […]

The advisor-client matchmaking process is broken. Most firms still rely on cold outreach, mass lead-gen tactics, and outdated “Find an Advisor” tools that rarely convert. In this episode, Derek Notman, founder and CEO of Couplr, joins the show to explore how his platform is reimagining the experience with psychology-driven matching and how AI is reshaping […]

July was a blockbuster month in WealthTech, with major deals and innovations reshaping advisor technology. From Sixth Street’s $200 million investment in Wealthbox to AdvisorEngine’s new partnerships and a surge of AI integrations from Otter.ai, Zocks, and others, the industry is moving fast. Here’s what RIAs and wealth managers need to know—and why AI strategy […]

Cerity Partners isn’t just acquiring firms — it’s building one. In this episode, we sit down with Stefan Ludlow, Chief Technology Officer of Cerity Partners, for a deep dive into the infrastructure, strategy, and operational discipline behind one of the fastest-growing RIAs in the country. They unpack what it really takes to scale with intention: […]

Eight months after Bain Capital’s acquisition of Envestnet, the wealth management technology giant is emerging with a clearer vision of how artificial intelligence will reshape the advisor experience. In this episode, Blake Wood, Envestnet’s Head of Platform Strategy, reveals how the company is moving beyond the typical “AI washing” to deliver tools that actually save […]

In an industry where technology adoption can make or break an advisory practice, Cetera’s head of digital solutions reveals how the firm is navigating the rapidly evolving landscape of wealth tech. From AI-powered note-taking to data aggregation challenges, this conversation unpacks the strategic decisions that affect over 12,000 financial professionals managing more than $500 billion […]

The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […]